This course is part of the Las Vegas, NV – December 2025 Conference. Click the link below to view the conference page.
$399.00
Availability: 66 in stock
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Taxes
Event Date: December 8, 2025 7:30 am
Course Level
Update
Format
Conference
Course Description
Western CPE’s Tax Update courses have been an industry staple for over 30 years. We’ll do a deep dive on everything that’s happening in the world of tax legislation that affects both individual and business returns. This is the most in-depth and engaging tax update course in the profession—often imitated, never duplicated.
In Critical Issues Impacting Individuals: Part 1, we’ll focus on critical topics affecting individual tax returns. These are expected to include—but are not limited to—the following:
• New Form 15620 for 83(b) election
• New Social Security identity verification requirements
• Inflation adjustment amounts
• What to know about the Disaster Relief Act of 2023
• Disaster relief for residents in multiple states
• Updates to the foreign earned income exclusion and foreign housing exclusion
• Much, much more
Other tax update courses are shorter, less in-depth, and designed for beginners. Western’s tax update courses are for tax professionals who expect more.
Learning Objectives
Upon completion of this course, participants will be able to:
- Interpret the use and implications of the new Form 15620 for 83(b) elections
- Navigate updated Social Security identity verification requirements and compliance challenges
- Apply current inflation adjustment figures to individual tax calculations and planning
- Explain key provisions and tax relief options under the Disaster Relief Act of 2023
- Understand recent changes to the foreign earned income and housing exclusions and their impact on taxpayers
Course Specifics
25CLasVegasDec-LE424695
Working knowledge of individual taxation and prior experience preparing individual tax returns
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02731-25-I
IRS Federal Tax Update Credits: 2
CFP Provider Number: 3199
CFP Course Number: 343550
CFP Credits: 2
CTEC Course Number: 2071-CE-02157
CTEC Federal Tax Update Credits: 2
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.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.