Individual Tax Issues Update & Review - Part 1
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Get ready for the upcoming tax season with the Individual Tax Issues Update and Review – Part 1 seminar by Back to Basics Income Tax Seminars. Gain the practical tools and technical insights needed to navigate the latest tax laws, advise clients effectively, and earn up to 8 CE/CPE/CLE credits.
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Event Details
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Registration: 7:45 AM – 8:25 AM
Credits Offered: IRS (8 CE), NASBA (8 CPE), CFP (8 CE), WI Insurance (8 CE), WI CLE (8 CLE pending)
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Key Topics Covered
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Taxing Topics & 2026 OBBBA Provisions: Individual provisions of the One Big Beautiful Bill Act, recent court cases, and federal rulings.
Trump Accounts: Breakdown of Form 4547, the $1,000 newborn pilot program, and comparisons to 529 Plans and Roth IRAs.
Ethics & Circular 230: Due diligence requirements, penalty provisions, and practitioner conduct rules.
Working After Retirement: Strategies to mitigate hidden surtaxes for seniors balancing earned income and retirement benefits.
Life Estates: Real estate, Medicaid planning, and maximizing client tax savings.
Injured vs. Innocent Spouse: Key legal distinctions, filing procedures, and relief strategies for joint return liabilities.
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Reserve your spot today to stay ahead of 2026 tax changes and earn your professional credits.
-----------------------
Event Details
-----------------------
Registration: 7:45 AM – 8:25 AM
Credits Offered: IRS (8 CE), NASBA (8 CPE), CFP (8 CE), WI Insurance (8 CE), WI CLE (8 CLE pending)
-----------------------
Key Topics Covered
-----------------------
Taxing Topics & 2026 OBBBA Provisions: Individual provisions of the One Big Beautiful Bill Act, recent court cases, and federal rulings.
Trump Accounts: Breakdown of Form 4547, the $1,000 newborn pilot program, and comparisons to 529 Plans and Roth IRAs.
Ethics & Circular 230: Due diligence requirements, penalty provisions, and practitioner conduct rules.
Working After Retirement: Strategies to mitigate hidden surtaxes for seniors balancing earned income and retirement benefits.
Life Estates: Real estate, Medicaid planning, and maximizing client tax savings.
Injured vs. Innocent Spouse: Key legal distinctions, filing procedures, and relief strategies for joint return liabilities.
-----------------------
Reserve your spot today to stay ahead of 2026 tax changes and earn your professional credits.
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Where is it happening?
DoubleTree by Hilton Phoenix North, Doubletree by Hilton Phoenix North, 10220 N Metro Pkwy E, Phoenix, AZ 85051, United States
Event Location & Nearby Stays:
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Host or PublisherBack to Basics Income Tax Seminars
