Self-Study Video
2025 Federal Tax Update (Individual Edition)
Original price was: $352.00.$282.00Current price is: $282.00.
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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
8 Credits: Taxes
Course Level
Update
Format
Self-Study Video
Course Description
Compliance Notice: The Federal Tax Update manual contains Qualified Assessment questions for both the Individual and Business sections. Although presented in a single manual, Qualified Assessments must be completed online and separately for each registered course, using the corresponding chapter questions, to meet CPE requirements. The Individual Edition includes Chapters 1-4 and Questions 1-40. The Business Edition includes Chapters 5-10 and Questions 41-80.
America’s #1 Federal Tax Update – Individual edition provides an engaging, in-depth explanation of the tax developments practitioners need to be aware of in 2025. The Individual edition focuses on changes impacting individual tax returns, from potential extensions of the TCJA to expanded energy credits under the Inflation Reduction Act, updates from SECURE 2.0, and new guidance on foreign asset reporting and digital assets. Participants will explore practical applications of these developments through real-world examples and recent court cases, with actionable insights on retirement planning, real estate, trust and estate issues, and IRS audit priorities. Early awareness of evolving tax rules helps tax professionals plan ahead and steer clients clear of costly pitfalls.
Learning Objectives
- Understand the impact and potential extension of the Tax Cuts and Jobs Act (TCJA) on tax planning.
- Analyze the expansion and extension of individual energy credits under IRA22 and the IRS guidance on these changes.
- Identify key considerations related to conservation easement donations, including IRS and Congressional attention.
- Examine the Department of Education’s changes to loan programs and the implications for clients with delinquent loans.
- Discuss IRS’s focus on foreign asset reporting and its implications for taxpayers.
- Recognize common IRS audit issues for individual returns based on recent cases and rulings.
- Learn effective communication strategies for divorcing clients and those with FBAR requirements.
- Understand the provisions of SECURE and SECURE 2.0, including key dates, RMD regulations, and proposed changes.
- Review the IRS’s guidance on tax-deferred exchanges, real property depreciation, and cost segregation benefits.
- Explore IRS audit concerns related to passive activities and real estate professionals.
- Examine the complexities of reporting online rental income for tax purposes.
- Understand the taxation of virtual currency and its growing significance on the IRS’s radar.
- Evaluate the impact of White House budget proposals on future tax planning.
- Assess planning strategies for high net worth estates, including considerations for transfer tax exemptions and state inheritance taxes.
- Review key tax issues for trusts, including excess deductions, the SECURE Act changes, and liability concerns for estate and trust administrators.
Course Specifics
25FTU-Individual-SSVid
November 5, 2025
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02754-25-S
IRS Federal Tax Update Credits: 8
CTEC Course Number: 2071-CE-02197
CTEC Federal Tax Update Credits: 8
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.
Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award …
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