Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine the tax changes affecting 2025 as a result of passage of the SECURE Act 2.0 and the inflation-changed limits effective for 2025 that are more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes.
Learning Objectives
Upon completion of this course, you should be able to:
• List the 2025 changes in various amounts including the –
• Identify the 2025 tax credit changes affecting the –
• Recognize the 2025 changes affecting –
• List the changes effective for 2025 with respect to the –
• Determine the changes to retirement plans resulting from the Secure Act 2.0 that affect income tax preparation.
To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate.
Upon course completion A course evaluation form is provided for your feedback.
Participants have 1 year from the date of purchase/enrollment to complete this course
Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/