South San Francisco, CA
Discover how two days can change your entire year.
It’s getting harder out there for tax and accounting professionals. At Western CPE’s Federal and California Tax Update Seminars, you’ll learn not only how to weather a changing professional landscape, but how to thrive. We’ll guide you through the year’s most impactful tax changes, as well as offer a rundown on critical legislation that comes into effect during the 2025/26 tax season.
Class Days
2
Live Credits
16
Topic
Taxes
Live Seminar
- December 18-19, 2025
- 8:30 AM - 4:00 PM
- South San Francisco Conference Center
Select Team Size
What's Included:
- 16 Total Credits
- The Individual Edition (6 Credits)
- The Business Edition (6 Credits)
- The California Edition (4 Credits)
- Complete & Linked PDF Manual
$784 $392
You Save $392 (50% Off)
Secure Transaction
Two days of in-depth study.
The Federal and California Tax Update—Live.
The Federal Tax Update Seminar is a focused, in-person delivery of America’s #1 Tax Update. Across two tightly structured days —the Individual Update on Thursday and Business Update on Friday, with California concerns examined throughout, you’ll cover the year’s most consequential federal tax changes with time to digest, question, and apply.
For over 30 years, Western’s Federal Tax Update has been the working professional’s annual edge: comprehensive where it matters, practical where it counts, and ruthlessly current as guidance lands. Not just another summary of changes, this seminar is a toolkit for professionals who need to understand those changes, apply them in client situations, and stay sharp all year. Accept no substitutes.
What You'll Learn
Individual Edition
- New filings and identity controls: What to know about Form 15620 (83(b) election) and Social Security identity verification requirements.
- Inflation adjustments: Key 2025 inflation amounts across individual provisions and retirement plan limits you’ll actually quote to clients.
- Disaster relief: Practical takeaways from the Disaster Relief Act of 2023 and multi-state relief—timelines, elections, and traps.
- Cross-border updates: Changes to the foreign earned income exclusion and foreign housing exclusion; what’s different and who benefits.
- Digital assets: The debut of Form 1099-DA and its various implications for individual reporting (with spillover effects for pass-through owners).
- Retirement & SECURE 2.0: Catch-up mechanics and the 2025/26 horizon—what’s actionable now vs. what to stage for next season.
- Recent Tax Court decisions: Individual-focused rulings that change how you brief clients and document positions.
Business Edition
- Business interest transfers: Legal, tax, valuation of buy/sell/gift; buy-sell structures, third-party/internal succession; estate and gift impacts; current cases and legislation.
- Self-employed hot spots: Fresh issues for sole proprietors and gig workers; expense substantiation, estimated tax, and common audit flags.
- Payroll & employment: The latest on payroll updates, credits, and procedural changes that create real operational work.
- Pass-throughs: What’s new for partnerships and LLCs—allocations, basis, and the practical meaning of recent IRS/Treasury moves.
- Entity taxation: Current S corp and C corp developments; depreciation/expensing dynamics; coordination with shareholder/owner returns.
- Practice & procedure: Updates to IRS practice and procedures that affect exams, notices, penalty relief, and practitioner workflow.
- Recent Tax Court decisions: Business-relevant rulings that reshape planning, documentation, and risk management.
California Edition
- Annual inflation and cost of living adjustments for 2025
- Critical updates on retirement accounts & taxation
- What to know about the new Form 1099-DA
- Must-know federal disaster relief developments
- New Social Security identity verification requirements
- Form 1099-K Reporting Threshold changes
- Updates to Commercial Clean Vehicle credits
- IRS Online Account: Identity Protection PIN info
- Proposed changes to Circular 230
The best instructors—period.
A modern web platform for courses that’s intuitive and easy to use
Acclaimed, engaging live events
America’s #1 Tax Update
Modern, forward-thinking content for professionals who expect more from their CPE
GROUP DISCOUNTS
Turn your entire team into industry-leading tax experts.
Connect with the Western CPE for Business team and learn about how your whole team can attend a Federal Tax Update Seminar for less than you think. Upskill your teams, improve retention and satisfaction, and get a real ROI on your continuing education.
Who Should Attend?
All Tax Practitioners
Get prepared whether you have 30+ years of experience or you’re brand new.
CPAs • CFPs • EAs • Tax Attorneys
Public Accounting Professionals
Practical, succinct, and scalable for all types of clients’ needs
Associates • Directors • Partners
Corporate & Private Industry Professionals
Employee benefits, research expenditures, and tax resolution covered in-depth.
Controllers • Finance Directors • EAs
Other Seminar Locations
Western CPE is bringing its Federal Tax Update Seminar series to cities all over the country. Join us in a town near you, or make a trip of it and pack your bags for your favorite destination.
Federal Tax Update Seminar
Boca Raton, FL
December 8-9, 2025
- Boca Raton at the Waterstone Resort & Marina
Federal Tax Update Seminar
Las Vegas, NV
December 8-9, 2025
- MGM Grand Hotel & Casino - Las Vegas
Cali Federal Tax Update Seminar
Las Vegas, NV
December 8-10, 2025
- MGM Grand Hotel & Casino - Las Vegas
Cali Federal Tax Update Seminar
San Francisco, CA
December 18-19, 2025
- South San Francisco Conference Center