Federal Individual Tax Update | What the New Law Means

Credit(s)

IRS CPE Credits: 4 Tax hour

The One Big Beautiful Bill Act (OBBBA) brings sweeping changes that apply to this filing season, and this 4-hour course delivers critical updates for individual filers. Designed as a practical and timely 1040 update, it focuses on the new rules shaping 2025 tax returns, including rates, credits, deductions, and key planning strategies under the new law.

Whether you are preparing returns or guiding clients, this session provides condensed but comprehensive insight to help you apply OBBBA changes effectively for this filing year. This course is ideal for professionals who need an efficient and relevant update without missing essential changes.

Learning Objective:

At the end of this course, you will be able to-

Prepare Form 1040 based on latest tax law changes
Identify updated tax rates, brackets, and standard deduction amounts
Apply revised rules for key credits, including the Child Tax Credit and EITC
Address changes to income inclusion and exclusions
Recognize updated rules for itemized deductions
Analyze changes to QBI and relevant individual tax provisions
Recommend year-end strategies aligned with the new law
Communicate legislative changes effectively to clients and team

Major Topics:

Key provisions of the One Big Beautiful Bill Act (OBBBA)
Tax rate and bracket changes
Standard and itemized deduction updates
Credit revisions: Child Tax Credit, EITC, and others
Income phaseouts and thresholds
QBI considerations for individuals
Health-related and ACA tax updates
Year-end planning strategies for 2025

Who Should Attend

CPAs, EAs, and other tax professionals

Arthur Joseph Werner, J.D., M.S. (Taxation)

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants...

Date	Conferences	Duration	Price
Jan 28, 2026	Business Income Tax Update: What the One Big Beautiful Bill Means for You	240 Mins	$199.00	Register Now
Nov 19, 2025	Form 1120S - Preparation and Analysis	120 Mins	$199.00	Register Now
Sep 29, 2025	What The Big Beautiful Bill Means for You and Your Clients: Breaking Down Key Tax Provisions	240 Mins	$249.00	Register Now

Federal Individual Tax Update: What the New Law Means for 2026

Event Registration

Arthur Joseph Werner, J.D., M.S. (Taxation)