2025 Federal Tax Update – Scottsdale, AZ – Nov 3-4, 2025

Jane Ryder, EA, CPA

Conference - 2 Credits - Taxes

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.

Jane Ryder, EA, CPA

Conference - 2 Credits - Taxes

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 2, we’ll focus on additional topics affecting individual tax returns. These are expected to include—but are not limited to—the following:

• Updated Roth IRA catch-up changes
• 2025 inflation adjusted amounts for retirement plans
• The introduction of Form 1099-DA for virtual currencies
• The Competent Authority Arrangement between the U.S. and Switzerland affecting some pensions
• What’s new with partnerships and LLCs
• Related recent Tax Court cases

Jane Ryder, EA, CPA

Conference - 2 Credits - Taxes

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 3, we’ll focus on additional topics affecting individual tax returns. These are expected to include—but are not limited to—the following:

• New SECURE 2.0 provisions stated to begin in 2026
• The introduction of Form 1099-DA for virtual currencies
• WV disaster relief for federal estate, gift, and generation-skipping transfer tax
returns
• Fascinating related Tax Course cases

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.

Jane Ryder, EA, CPA

Conference - 2 Credits - Taxes

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 Businesses: Part 1, we’ll dig into a host of changes affecting business returns. These are expected to include—but are not limited to—the following:

• New R&D credit claim requirements
• Updates on commercial clean vehicle credits
• Recent cases involving hobby loss rules
• Updates to 1099K reporting thresholds for third-party settlement organizations
• FinCEN’s Geographical Targeting Order for certain Money Services Businesses
• Pivotal recent Tax Court cases

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.

Jane Ryder, EA, CPA

Conference - 2 Credits - Taxes

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 Businesses: Part 2, we’ll focus on additional topics affecting business returns. These are expected to include—but are not limited to—the following:

• New issues critical to self-employed clients
• The latest updates affecting payroll
• What’s new with partnerships and LLCs
• Pivotal recent Tax Court cases

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.

Jane Ryder, EA, CPA

Conference - 2 Credits - Taxes

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 Businesses: Part 3, we’ll focus on additional topics affecting business returns. These are expected to include—but are not limited to—the following:

• Tax legislation affecting S Corporations & C Corporations
• New updates to IRS practice and procedures
• Pivotal recent Tax Court cases

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.