Two One-Day Sessions – Your Essential Tax Season Advantage
Take Control of Your Tax Season 

Every March, we launch our 2025 webinar packages to give you ample time to plan your education—and secure our best early order discount of the year. With Congress debating tax law changes and potential Trump tax extensions, expect major shifts in the tax landscape. Our revamped format is designed to help you stay ahead and transform challenges into opportunities for proactive tax planning.

What’s New This Year

Session 1: Tax Law Changes - 8 Hours CPE

Timing: As soon as the new tax law is enacted—expected early summer or possibly September.

Key Topics Covering Trump's Proposed Tax Plans: TCJA Extensions and Expansions: In-depth analysis of how the upcoming expiration of Tax Cuts and Jobs Act provisions at the end of 2025 could affect your clients Corporate Tax Rate Reduction: Implications of the proposed reduction from 21% to potentially 15-20% and strategic planning opportunities for business clients Estate Tax Elimination: How the potential elimination of estate tax (currently applying to estates over $13.99 million) will transform wealth transfer and estate planning SALT Deduction Cap Changes: Strategies surrounding the possible repeal or increase of the $10,000 cap on state and local tax deductions New Individual Tax Breaks: Planning opportunities created by proposed deductions for auto loan interest and tax exemptions on tips, overtime pay, and Social Security benefits Tariff Implications: How the implemented and proposed tariffs (including the 10% across-the-board import tariff and specific tariffs on Canadian, Mexican, and Chinese goods) will impact businesses and tax planning Potential Offset Measures: Analysis of possible changes to popular tax breaks including mortgage interest deduction limits, head of household status, child and dependent care credits, and education-related tax benefits Corporate AMT Elimination: How the proposed elimination of the 15% corporate alternative minimum tax from the Inflation Reduction Act affects corporate tax strategies

Session 2: Review & Strategy - 8 Hours CPE

Timing: Scheduled for this Fall

Key Topics 2024/2025 Tax Review Essentials Foreign Reporting Non-resident and Illegal Aliens Lots of Business Issues Delayed SECURE 2.0 Act Provisions New Early Withdrawal Exceptions Uncommon Medical Deductions The Huge Pension Start-Up Credit Mega Roth Conversions ...and more timely issues High-End Tax Planning Strategies Innovative Approaches for 2025: Discover advanced strategies designed for our clients’ evolving needs. This session is your guide to implementing cutting-edge planning techniques that will not only optimize tax outcomes but also complement our current advisory offerings. This session is a “can’t miss” component of our webinar—ensuring you stay ahead of the curve with the latest tax review insights and actionable planning strategies.

Learning Objectives

 After completing this comprehensive webinar, you’ll be able to:

• Master the latest tax law changes and understand their real-world impact
• Implement proactive planning strategies that capitalize on new legislative opportunities
• Enhance your review process with advanced techniques for efficient tax preparation
• Provide superior advisory services tailored to evolving tax scenarios

Exclusive Benefits

Valued attendees will also receive:

• Downloadable course materials and PowerPoint presentations for every session
• Engaging Q&A sessions led by our team of tax subject experts
• Ongoing access to updates and resources to support your practice throughout the year

Meet Our Speakers:

Our A-Team of industry-leading experts brings decades of experience and practical insight to every session:

	Lee Reams, BSME, EA – A trusted authority known for his in-depth analysis of tax reforms and strategic planning.
	Art Werner, J.D., M.S. – An esteemed tax law specialist who simplifies complex legislative changes into actionable advice.

Testimonials

"Thank you for Presenting the new Corporate Transparency Act Information. I think I was unprepared until I heard this information. I feel that I can comply with this and the Big Book's New Section! Thank you!"

"Tax update covered was excellent. Thank you." - Karen Klimkosky Lee

"Excellent classes this year! Lots of new tax law changes. I feel I can handle them confidently with this and the big book as my guide! - Joy Java"

"Excellent class, This will be my 12th year. Really appreciate the expertise of the speakers last year and the upcoming year." - Patricia Neu

"Since we have been doing virtual seminars, you guys are my favorite." -
Arlene Adabzadeh

Pricing & Registration Options 

Choose the format that best suits your needs:

Bundle Package (Both Sessions):
Secure your bundle by enrolling by March 31 to lock in the best rates.

Course Details: