Advanced Individual Income Tax Workshop (Online)

Overview

Join us for Don Farmer’s 2025 Individual Income Tax Workshop to make sure you’re fully prepared for the upcoming tax season. In this course, we’ll dive into the latest individual income tax developments, recurring issues and planning ideas, all presented with a blend of humor and practical examples. From new tax law provisions to the tricky problem areas that can trip up both practitioners and clients, we’ve got you covered. You’ll walk away with clear explanations, valuable planning tips, and a better understanding of the most recent guidance - all aimed at helping you tackle 2025 individual income tax return preparation with confidence.

Objectives

Provide explanations and planning ideas relating to the latest individual income tax developments, including the most recent guidance on new tax law provisions relevant for 2025.

Help CPAs and tax practitioners effectively prepare for the 2026 tax season, incorporating key changes in legislation and IRS guidance.

Address recurring tax compliance challenges and problem areas for CPAs and their clients, including recent IRS enforcement priorities and audit triggers.

Explore strategic tax planning opportunities that align with evolving tax regulations and economic trends.

Highlights

The materials include a comprehensive review of individual income taxation, with a focus on 2025 tax law updates and planning strategies:

Key tax credits and deductions: Updates on the Child Tax Credit, Dependent Care Credit, Premium Tax Credit, Earned Income Credit and education-related tax benefits.

IRS enforcement trends and compliance hot spots: IRS priorities for audit risk areas, reporting requirements for digital assets, and new guidance on beneficial ownership reporting.

Energy and green tax credits: 2025 developments in residential energy credits, EV credits and tax incentives for sustainable business practices.

New tax legislation and regulatory guidance: A review of any new 2025 legislation, key IRS rulings and court decisions that impact individual taxpayers.

1099-K and gig economy taxation: Changes in reporting requirements and tax obligations for freelancers and self-employed individuals.

Medical expenses and healthcare-related tax deductions: Updates on HSA and FSA contribution limits, medical expense deductions, and employer-sponsored health care benefits.

State and local tax (SALT) considerations: Evolving tax planning approaches for high-tax states and changes in state tax regimes affecting CPAs and their clients.

Proactive tax planning strategies: Practical guidance on maximizing deductions, leveraging tax-efficient investment strategies and minimizing tax liabilities under the latest federal tax framework. The course will emphasize practical solutions to tax compliance challenges and forward-thinking planning ideas for CPAs and their clients.

The course material includes:

A reference manual covering updated tax rules, significant 2025 developments and strategic planning opportunities.

A checklist of expiring individual income tax provisions and upcoming changes.

IRS forms and publications relevant to the 2025 tax year.

Designed For

CPAs and tax professionals who prepare individual income tax returns or provide individual tax planning services.

Prerequisites

At least one tax season

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Jason Dinesen, Don Farmer Tax Education

Leader Bios

Jason Dinesen, Don Farmer Tax Education

Jason Dinesen, EA

Jason Dinesen, EA is a tax practitioner and long-time presenter of continuing education courses. Jason’s experience includes extensive tax preparation background in individual income taxes, and tax situations for small businesses in Dinesen Tax & Accounting, P.C., and now Dinesen Tax Advisory, LLC. Jason is an Iowa native and was president of the Iowa Society of Enrolled Agents from 2011–2017. He currently teaches on dozens of tax topics and also teaches Special Enrollment Exam (aka “the Enrolled Agent exam”) review, as well as review courses for AFTR and California CTEC. He has also been an adjunct instructor at Simpson College in Indianola, Iowa, where, through 2022, he taught individual income tax and intro to business analytics.

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