Key Tax Issues for Individual Taxpayers

Overview

This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns. 

**Please Note: If you need credit reported to the IRS for this IRS-approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

 

Objectives

• Identify and understand the latest developments, rules and regulations affecting individual taxpayers
• Define and discuss planning tools and potential pitfalls.
• Cryptocurrency reporting and new Form 1099-DA
• Form 1099-K and previously unreported income.
• Other recent legislative developments impacting individual taxpayers

Highlights

• "Tax-mageddon" – the all-important impending expiration/extension/renewal of the TCJA
• Recent legislative, judicial, and IRS developments impacting individual taxpayers
• 2025 Tax rates and inflation-adjusted figures
• Cryptocurrency reporting and new Form 1099-DA
• Form 1099-K and previously unreported income
• Other recent legislative developments impacting individual taxpayers