An advanced individual tax analysis for seasoned practitioners.

This course is designed for practitioners with a solid command of Form 1040 seeking a higher-level examination of the issues driving sophisticated individual client planning. Rather than basic highlights of changes for filing-season, this program focuses on the federal and California developments most likely to affect individuals at all income levels, complex individual returns, and advisory conversations with clients whose facts require deeper judgment.

The session emphasizes analysis, interpretation, and practical application. You will leave better prepared to identify individual tax risks, explain planning implications to sophisticated clients, and apply current federal and California changes with confidence. This course not only prepares you for the upcoming filing season but helps you further expand your tax expertise needed for all of your tax practice needs.

Be sure to also register for the Signature Business and Estate Update

(formerly titled Titans of Tax)