tampa 2025
This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation. This course will provide a comprehensive review of Form 1040 and schedules A-F, SE, 2106, 1099, and 1098 complexities, including, updates of tax legislation and planning strategies to better assist your clients. How can you better prepare your client for next year? When filing what strategies can I take advantage of for my client? You have the… | |
This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill that could have major impacts. This course will provide a comprehensive review of business income tax complexities, including updates of tax legislation, planning strategies, and will be essential for the tax practitioner who wants to update their knowledge of business income taxation to assist their clients better. As we look at all the… | |
Federal Tax Update: Individual and Business
Day 1 Individual - December 3rd, 2025
Day 2 Business - December 4th, 2025
Speaker: Art Werner
Speaker: Shelli Huston
Location: TBD
Both Days
Sign in: 07:30 - Continental Breakfast Provided
Lecture Starts: 08:00
Periodic breaks will be provided
Lunch will not be provided
Lecture ends at 4:00
Individual
This year we will see some significant changes in tax law. President Trump has asked Congress to pass a new tax bill… |
Embassy Suites
10220 Palm River Rd
Tampa Fl 33619
813-653-1905
Location:
Embassy Suites
10220 Palm River Rd.
Tampa, FL 33619
(813) 653-1905
Question and Answers
You will have the opportunity to ask questions throughout the seminar. After the seminar, Art Werner and Shelli Houston will continue to take questions and answers just in case you missed an opportunity during the seminar.
SCHEDULE
- 7:15 am Sign-in begins, Continental Breakfast Provided
- Speaker begins at 8:00 am
- 09:40-09:50am: Ten-minute break
- 11:30-12:30pm: One-hour lunch break, Lunch Provided
- 2:10-2:20pm: Ten-minute break, Snack Provided
- 4:00pm: Lecture ends
Day One: Individual Tax Update
December 3, 2025
Federal Individual Tax Update: 1040 Changes – What the New Law Means for 2025
- Credits: 8
- Format: Live In-Person Event
- Field of Study: Taxes | Federal Tax Update
- Author/Speaker: Art Werner
A new federal tax law is expected to be signed by Labor day and this course will cover it. If you’re looking for a fall 1040 update that includes the latest legislation, you’re in the right place. This session is built to reflect all changes impacting 2025 individual tax returns, including updates to rates, deductions, credits, and planning strategies.
Whether you’re preparing returns, advising clients, or updating internal processes, this course will help you apply the new rules with clarity and confidence. Registrants can expect current, practical guidance tailored to the most significant tax law shift in years—delivered in time for year-end planning.
Learning Objectives:
At the end of this course, you will be able to Prepare Form 1040 based on 2025 tax law changes
1. Identify updated tax rates, brackets, and standard deduction amounts
2. Apply revised rules for key credits, including the Child Tax Credit and EITC
3. Address changes to income inclusion, exclusions, and phaseouts
4. Recognize updates to itemized deductions including SALT and medical expenses
5. Analyze QBI changes and health-related tax rules for individuals
6. Implement effective year-end planning strategies
7. Communicate major changes from the new legislation to clients and team members
Major Topics:
– Federal tax reform: what passed in 2025 and what it changes
– Individual rate changes, bracket shifts, and inflation adjustments
– Revised deductions: standard vs. itemized
– Credit updates: Child Tax Credit, EITC, and other incentives
– Phaseouts and thresholds under the new law
– QBI updates for pass-through income
– ACA-related and health tax provision changes
– Planning strategies for year-end 2025
– Preparer guidance for compliance under the new rules
– Talking to clients about what’s different this filing season
To complete this course participants need to: Be present the day of the event and sign the attendance rosters.
Upon course completion a course evaluation form is provided for your feedback.
CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Our refund policy can be found at: https://cpeprime.com/cancellation-and-refund/
Day Two: Business Tax Update
December 4, 2025
Federal Business Tax Update: What the New Law Means for 2025
- Credits: 8
- Format: Live In Person Event
- Field of Study: Taxes | Federal Tax Update
- Presenter / Speaker: Shelli Houston
Major federal tax reform is expected to pass by Labor Day 2025—and this course brings business tax professionals up to speed on what changes. Designed for fall delivery, this update covers the key provisions of the new law that directly impact business owners, passthrough entities, and self-employed taxpayers. Whether your clients file via S corporations, partnerships, sole proprietorships, or farming operations, this course covers the new rules and what they mean for 2025 filings and 2026 planning.
We’ll walk through entity-level impacts, changes to deductions and credits, and special issues like QBI adjustments, depreciation updates, and business loss limitations. The course also addresses client questions around business structure choices, payroll tax credits, and planning strategies under the new law.
Learning Objectives:
At the end of this course, you will be able to-
• Apply the 2025 federal tax law to business income tax filings
• Identify changes to pass-through taxation, including S Corp and partnership reporting
• Evaluate the updated Qualified Business Income (QBI) deduction rules
• Recognize changes to business loss limitations under Section 461(l)
• Understand the treatment of expenses, depreciation, and business use of property under the new law
• Address compliance requirements for Schedules C, E, and F
• Analyze legislative impacts on small business planning and elections
• Communicate tax reform implications to clients and business owners effectively
Major Topics:
• Key business provisions of the 2025 federal tax law
• QBI deduction changes and phaseouts
• Updated rules for Section 179 and bonus depreciation
• Business loss limitations under Section 461(l)
• Entity-level reporting impacts for S corps and partnerships
• Schedule C, E, and F updates for sole props, rentals, and farms
• Basis, at-risk rules, and passive activity considerations
• Home office and mixed-use property deductions
• Payroll-related credits and employment tax provisions
• Year-end tax planning for small and closely held businesses
To complete this course participants need to: Be present the day of the event and sign the attendance rosters.
Upon course completion a course evaluation form is provided for your feedback.
CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/