Self-Study On-Demand


8 CPE Credits

Titans Annual Federal Tax Planning Individual Update 2025-26

Self-Study On-Demand
8 CPE Credits

Learning Objectives

•   Identify new federal and California tax legislation affecting individuals
•   Describe the year's significant federal and California law change from the legislature, IRS, FTB and the courts
•   Identify new due diligence areas relevant to individual income tax matters
•   Learn how new tax rules affect tax planning and compliance

Major Topics

•   Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years
•   California tax law changes
•   Income inclusions, exclusions and deductions
•   Property transaction updates
•   Passive activities, hobbies and other losses
•   Guidance and planning on energy credits
•   Significant IRS developments affecting practice and compliance procedures
•   California's major developments for individuals and conformity to federal law changes for 2025
•   Filing status, credits and retirement plan developments
•   Expired and expiring provisions
•   Inflation adjustments for 2026
•   Due diligence and planning reminder

CPE Credits Available

8 CPE Credits
8
Taxes

Things to Know About This Course

Course Level

  • Update

Prerequisites

None

Advanced Preparation

None

Provider

CalCPA California Society of CPAs

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