2025 Individual Tax Update: Form 1040 Essentials
Overview
Looking to stay ahead in tax matters? Join our 2025 Individual Tax Update course for an essential deep dive into Form 1040 essentials. Designed for tax pros eager to sharpen their skills, this course unpacks recent tax code changes and equips you with the know-how to navigate them effortlessly. From mastering IRS Form 1040 to leveraging new tax benefits, you'll emerge ready to optimize returns for your clients while staying compliant with the latest regulations. Don't miss out on this opportunity to boost your expertise and ensure financial success for both you and your clients!
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Highlights
- Form 1040: Precise Tax Submissions
- Recent Tax Code Changes: Updated Filings
- IRC Sections Analysis: Understanding Tax Regulations
- Updates in Income Taxation: Compliance Assurance
- New Credits and Deductions: Maximizing Benefits
- Complex Income Issues: Tailored Strategies
- Itemized Deductions: Informed Client Benefits
- Health Considerations: Maximizing Financial Benefits
- Regulatory Shifts: Implications on Tax Strategies
- Tax Planning Strategies: Client Financial Success
Prerequisites
A general understanding of filing IRS Tax Form 104
Designed For
CPAs, EAs, and other tax professionals
Objectives
- Define IRS Form 1040 and other individual income tax returns, ensuring precise submissions
- Describe recent tax code changes, ensuring updated and accurate tax filings
- Analyze crucial IRC Sections to understand tax regulations and their implications
- List recent updates in individual income taxation, ensuring compliance with evolving laws
- Identify new credits, deductions, and tax relief opportunities to maximize client benefits
- Discuss complex income issues and exclusions, providing tailored tax planning strategies
- Explain itemized deduction intricacies for informed and accurate client deductions
- Discuss health-related considerations in taxation, maximizing client financial benefits
- Analyze recent regulatory shifts for their implications on tax strategies
- Discuss and implement specific tax planning strategies for clients' financial success
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Arthur Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $275.00
Member Price $225.00