Annual Tax Update Self-Study

Summary

This course will assist you in getting ready for the 2025 filing season. You’ll become familiar with the new tax laws and IRS rules for 2024 and the impact they will have on the returns you prepare. Topics covered include the SECURE 2.0 law changes for 2024 and 2025, the new RMD rules, HSAs and LTC, tax planning for clients, and individual and business updates. We’ll include a list of provisions expiring in 2024 and discuss tax planning tips for the upcoming year.

Objectives

Upon completion of this course, you will be able to:

• Explain tax laws and IRS rules applicable to 2024
• Summarize new developments that occurred in 2024
• Advise clients on ways to lower their taxable income in the future

Course Details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.