Federal Tax Update – Individual & Business Current Developments

  • Credit: IRS Credits: 8 | NASBA Credits: 8| Product Code: WEB00411 | Live
Contact Person J. Patrick Garverick
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

With the increasing complexity and constantly evolving nature of tax laws, today’s accountant needs a focused, one-day update course covering the hottest federal income tax issues affecting individuals, businesses, and their owners. This session emphasizes newly enacted income tax legislation, recently issued regulations, significant court cases, IRS notices, revenue procedures, and private letter rulings impacting both individuals and businesses.

This fast-paced session provides a comprehensive review of recent legislative and IRS developments, including the One Big Beautiful Bill Act (OBBB), new IRS guidance, and TCJA provisions set to expire after 2025. Each participant will receive a comprehensive manual featuring the most relevant tax topics—including Pat Garverick’s Quick Reference Chart. Topics include, but are not limited to:

Major topics included in this IRS Tax Course:

  • Federal Income Tax Updates
  • Big Beautiful Bill Changes
  • Business Tax Provision Revisions
  • Individual Income Tax Adjustments
  • RMD and IRS Audit Focus

Course Highlights

  • Discuss the most recent individual and business income tax legislation passed to date (i.e., The Big Beautiful Bill) and the expiration or extension of any TCJA provisions after 2025
  • Walk through major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules
  • Review numerous business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses
  • Brush up on the individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)
  • Discuss other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit)
  • Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations
  • Review other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes

Learning Objectives:

Once participants have completed this session, they should be able to:

  • Understand the major Federal income tax laws impacting individuals, C and S corporations, partnerships, LLCs and LLPs
  • Identify and comprehend any newly enacted legislation, changes and IRS guidance affecting individual and business income tax returns
  • Free E-Book Worth $200

    Get a copyright-protected E-Book related to a course worth $200 for absolutely free, if you register now. Limited Period offer!

Credits and Other information:

  • Recommended CPE credit – 8.0
  • Recommended field of study – Tax
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • Session Duration: 8 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
Coder Archives 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.
 
Speaker Profile:
Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country.
 
In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession’s most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting.
Awards and Accolades
  • Award for Instructor Excellence for California Education Foundation
  • Award for Outstanding Course Materials for California Education Foundation.
  • Rated top tax instructor in nearly every location he has presented. 
  • One of the few instructors to have received perfect scores (multiple times) from attendees for presentation skills and knowledge.
IRS Credits
NASBA Credits
1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

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  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT
4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

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The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?
  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

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