Federal Income Tax Changes - 2025 ON DEMAND
Available Until
Your Desk
5.0 Credits
Member Price $391.00
Non-Member Price $450.00
Overview
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.
Highlights
Changes in various tax limits. Tax credit changes. PPACA related tax changes. Changes in Archer MSAs, HSAs, and IRAs. Secure Act 2.0.
Prerequisites
None.
Designed For
CPAs, CRTPs, and EAs, and other accounting and tax professionals.
Objectives
List the 2025 changes in various amounts. AMT exemption amount. Limits related to income from U. S. Savings Bonds for taxpayers paying higher education expenses. Deductions for qualified long-term care insurance premiums, and more.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Paul Winn, Western CPE
Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
Non-Member Price $450.00
Member Price $391.00