$300.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
6 Credits: Taxes
Event Date: December 29, 2025 8:00 am PT
Course Level
Overview
Format
Live Webcast
Course Description
This course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and a way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.
Learning Objectives
Recognize the various issues impacted by recent tax law developments, particularly those related to individual tax brackets, exemptions and deductions, the Alternative Minimum Tax (AMT), the child tax credit, alimony, Health Savings Accounts (HSAs), education plans, and energy credits. Determine the key business tax issues affected by recent legislative changes, including corporate tax rates, entertainment expenses, tax credits and deductions, bonus depreciation, expensing rules, standard mileage rates, employment taxation, the low-income housing tax credit, Section 1031 exchanges, partnership taxation, insurance deductions, excessive compensation, and investment income. Specify differences between various retirement plans, and determine estate tax considerations by identifying trust income tax rates and applicable exclusion amounts.
Course Specifics
LIVE-WEBCAST-429880
None
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related matters in The Washington Post, The Frederick News Post, in various AARP publications, and on Wall Street Journal Radio, CNN, and Today’s Woman Television and is a national speaker on tax topics. Alice earned the CPA accreditation in 1976, and over the course of her …
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