August 2025 Tax Briefing: Key Updates and Planning Insights for Professionals
| Learning Objective: This course covers key 2025 tax updates and planning issues, including changes from the OBBBA taking effect in 2025, updates on Qualified Income Trusts, and new federal tax deadlines tied to state-declared disasters. It also addresses PTIN account access requirements using ID.me, the need for Written Information Security Plans (WISP), and considerations when accessing corporate capital. Additional topics include scams involving the purchase of tribal tax credits, how HOA dues relate to the home office deduction, cost segregation study fees, and Roth investment fees. The course also features highlights from the Tax Court Corner and the Fraud Blotter. |
| CPE Hours: | Federal Tax Law = 1 CPE Credit / Total = 1 CPE Credit |
| Accreditation: | CTEC, IRS, Enrolled Agents, NASBA CPA |
| Field of Study: | Federal Tax Law |
| Publication Date: | 8/1/2025 |
| Instructional Delivery Method: | Group Internet-Based |
| Level: | Intermediate |
| Prerequisites: | None |
| Advanced Preparation: | No Advanced Preparation Required |
| Author: | Lee Reams, Sr., BSME, EA |
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Course Material: A copy of the course material is available for download under the Additional References tab. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101 Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. CountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs. Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 |
