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Federal Updates for Tax Pros
- Identify recent federal tax law and IRS guidance
- Apply federal updates to common taxpayer scenarios
- Communicate major changes to clients
- Instructor
- Jared Foos, EA
- Duration
- 300 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This course will review select One Big Beautiful Bill Act (OBBBA) changes for the 2027 filing season. Detailed discussion on professional responsibility; reviewing Schedule 1-A: Senior deductions, Tips, Overtime and Vehicle Loan Interest; W-2 and Information reporting changes. This will also include business updates such as cost recovery, QPP, Sections 199A and 163(j).
Objectives
Upon completion of this course, you will be able to:
Details
Ethics & AI for Tax Professionals
- Instructor
- Jared Foos, EA
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This course provides a comprehensive overview of ethical standards applicable to tax practice. Participants will examine professional responsibilities under IRS Circular 230 and the use of Artificial Intelligence (AI) and how this impacts tax practice. Through practical examples and case-based discussions the course explores common ethical challenges.
Details
Federal Tax Topics for Tax Pros
- Instructor
- Jared Foos, EA
- Duration
- 400 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This session will cover various tax areas including Recalculating Partnership Basis, Form 7217, connecting the dots; Applying Partnership Distribution Rules; Fringe Benefits - Taxable versus Non-Taxable; Audit Proofing Schedule C Clients; and Net Investment Income Tax (NIIT) - the sneaky mistake.
Objectives
Upon completion of this course, you will be able to identify key federal tax law changes for the 2027 filing season.
Details
CPE sponsor disclosure
The CPE associated with this education is provided by the Wisconsin NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: JTBZP
See our CPE sponsor page for more information on reporting.