90426 1.00

Author: Barbara Weltman

CPE Credit: 1 hour for CPAs

New tax laws, new cases, IRS guidance, and inflation-driven cost-of-living increases in numerous tax rules present planning opportunities for your clients. Your guidance is needed to help clients navigate the new tax landscape now and get ready for upcoming tax changes.

This one-hour CPE course presented by experienced practitioners and instructor Barbara Weltman, J.D., will provide an update on critical year-end tax steps for businesses.

Publication Date: December 2025

Designed For
Return preparers, tax planners, and taxpayers desiring to keep up with late breaking tax developments.

Topics Covered

  • Income and Exclusions
  • Deductions
  • Credits and Other Taxes

Learning Objectives

  • Identify the latest developments in federal taxation for businesses
  • Recognize and apply recent developments to year-end tax planning
  • Identify open tax questions and what to do now
  • Recognize strategies for businesses to minimize their tax bill
  • Prepare for tax changes in 2026
  • Identify the 2026 health savings account limit for self-only coverage for taxpayers younger than 55 years of age

Level
Update

Instructional Method
Self-Study

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
A basic understanding of tax preparation.

Advance Preparation
None

Additional Course Details

  • Filed of Study: Taxation
  • Publisher: Wolters Kluwer
  • Course Level: Update
  • Pre-Requisites: None
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