June 24, 2025


In-Person

Ashore Resort & Beach Club
10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619


4 CPE

Beach Retreat: Individual Income Tax Update: Navigating the Current Tax Landscape

June 24, 2025
In-Person
4 CPE

Beach Retreat: Individual Income Tax Update: Navigating the Current Tax Landscape

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    Instructor

    Arthur
    Werner

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Learning Objectives

  • Discuss how to complete IRS Form 1040 and other individual income tax returns for the current tax season.
  • Identify and apply recent changes and updates in the tax code to ensure accurate and compliant tax filings.
  • Evaluate new credits, deductions, and tax relief opportunities available for individual taxpayers.
  • Analyze complex income issues and provide guidance on income exclusions.
  • Interpret changes in itemized deduction rules and apply them to client returns.
  • Assess health-related tax provisions and their impact on individual taxpayers.
  • Utilize tax planning strategies to help clients maximize deductions and minimize liabilities.
  • Explain the implications of recent regulatory shifts and how they affect individual tax filings.

Major Topics

  • In-depth exploration of crucial IRC Sections
  • Assessment of recent changes and updates in individual income taxation
  • New credits, deductions, and tax relief opportunities
  • Addressing complex income issues
  • Analysis of income and exclusions related to specific tax scenarios
  • Examination of itemized deduction intricacies
  • Health-related tax considerations
  • Maximizing benefits from tax incentives and deductions
  • Implications of recent regulatory shifts
  • Tax planning strategies for current tax scenarios

CPE Credits Available

4 CPE
4
Taxes

Ashore Resort & Beach Club

10100 Coastal Hwy, Ocean City, Worcester County, Maryland 21842-2619

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Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax

Prerequisites

A general understanding of filing IRS Tax Form 1040

Advanced Preparation

None

Intended Audience

CPAs and EAs, and other tax and financial professionals

Provider

Werner-Rocca

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