2025 Year-End Seminar Agenda
| Session | Start Time | End Time | Minutes |
|---|---|---|---|
| 1. Federal Tax Law Updates & Adjustments This course provides a comprehensive year-end review of 2025 federal tax law developments, including enacted and proposed legislation, critical IRS guidance, and notable court rulings. Key topics include updates to the Tax Cuts and Jobs Act (TCJA), implementation of the Corporate Transparency Act, digital asset reporting via Form 1099-DA, and expanded IRS enforcement in partnership audits and beneficial ownership compliance. The session equips tax professionals with the knowledge needed for accurate year-end planning and client advisement. | 9:00 am ET 8:00 am CT | 10:00 am ET 9:00 am CT | 60 mins |
| 2. Estates & Gift Tax Updates This course offers an in-depth year-end update on estate and gift tax planning for 2025, building on the Fall session with advanced topics and strategic insights. Participants will explore basis step-up timing, trust taxation complexities, use of Crummey powers, and pre-sunset gifting strategies in anticipation of the TCJA exemption reduction. The session emphasizes practical planning techniques for advisors working with high-net-worth clients to optimize tax outcomes and ensure compliance. | 10:00 am ET 9:00 am CT | 10:55 am ET 9:55 am CT | 55 mins |
| Break | 10:55 am ET 9:55 am CT | 11:10 am ET 10:10 am CT | 15 mins |
| 3. Business Tax Strategies & Depreciation Updates This course provides advanced guidance on year-end business tax strategies for 2025, with a focus on depreciation updates and basis tracking. Participants will explore S corporation shareholder basis reporting using Form 7203, partnership basis adjustments, and compliance under the Bipartisan Budget Act’s centralized audit regime. The session includes real-world examples of common errors, heightened IRS scrutiny areas, and best practices for accurate basis documentation and audit preparedness. | 11:10 am ET 10:10 am CT | 1:00 pm ET 12:00 pm CT | 110 mins |
| Lunch | 1:00 pm ET 12:00 pm CT | 1:30 pm ET 12:30 pm CT | 30 mins |
| 4. AI & Automation Best Practices This course explores best practices for integrating AI and automation into tax practice operations and client communication, with an emphasis on compliance and ethical use. Participants will examine how AI tools are used in correspondence with clients and the IRS, along with the evolving landscape of IRS enforcement initiatives targeting automated interactions. The session clarifies the scope of AI-related reporting, third-party responsibilities, and preparer risk areas to ensure responsible and effective use of technology. | 1:30 pm ET 12:30 pm CT | 2:30 pm ET 1:30 pm CT | 60 mins |
| 5. Partnership Tax Developments & Updates This course provides a detailed review of 2025 partnership tax developments, including recent IRS guidance and key Tax Court decisions affecting partnership taxation. Participants will explore the impact of new legislative changes on partnership allocations, basis adjustments, and audit procedures. The session equips practitioners with practical insights and compliance strategies to navigate the evolving tax landscape for partnerships. | 2:30 pm ET 1:30 pm CT | 3:45 pm ET 2:45 pm CT | 75 mins |
| Break | 3:45 pm ET 2:45 pm CT | 4:00 pm ET 3:00 pm CT | 15 mins |
| 6. Ethics This session focuses on ethical best practices when assisting clients with IRS resolution matters, including Offers in Compromise. Attendees will examine practitioner obligations under Circular 230 related to disclosure, communication, and due diligence. Real-world scenarios will highlight how to navigate complex client interactions while maintaining compliance with evolving ethical standards. | 4:00 pm ET 3:00 pm CT | 5:00 pm ET 4:00 pm CT | 60 mins |
| 7. Preparing for the 2026 Filing Season & Ask the Expert This course features an interactive panel discussion preparing tax professionals for the 2026 filing season, with a focus on anticipated tax form revisions, IRS technology updates, and key regulatory trends from 2025. Participants will gain insights into procedural changes, digital submission requirements, and compliance tips relevant to their practice. The session includes a live “Ask the Expert” segment, offering attendees the opportunity to pose questions and engage in dialogue with experienced tax practitioners. | 5:00 pm ET 4:00 pm CT | 5:30 pm ET 4:30 pm CT | 30 mins |
| 450 mins CPE Total |
More Resources
Note: Paid attendees can request a replay link for any previously recorded webinar by asking JoJo or emailing [email protected].
