Virtual

Titans Annual Federal Tax Planning: Individual Update 25-26

Date: Nov. 24, 2025

Time: 8 a.m. – 3:30 p.m. PT

CPE: 8

Overview

Dive into an in-depth analysis of this year’s pivotal changes in Federal and California tax law. Explore the sweeping impact of the one big beautiful bill—the cornerstone legislation driving many of this year’s reforms—and understand how it reshapes compliance, planning, and advisory practices.

Stay up to date on the latest provisions, including enhanced credits, deductions, and regulatory updates, alongside crucial IRS and FTB guidance. We’ll also examine significant court decisions that highlight emerging interpretations and enforcement priorities.

From due diligence considerations to practical strategies, our session distills the most important lessons for practitioners. By unpacking federal and state-level developments, you’ll be equipped with actionable insights to navigate the complexity of the 2025 tax season confidently.

Titans of Tax 2025–26 Lineup:

Product Code
1000003998-132948
Credit Type
CPE: 8
CFP: 8
CPE-Technical: 8
CTEC-FTL: 8
IRS-FTL: 8
MCLE: 6.5
MCLE LS-TX: 6.5
Intended Audience
CPAs, attorneys and tax practitioners.
NASBA Field of Study
Taxes
Level of Difficulty
Update
Prerequisites
General knowledge in taxation.
Advance Preparation
None

Learning Objectives

Identify new federal and California tax legislation affecting individuals

Describe the year's significant federal and California law change from the legislature, IRS, FTB and the courts

Identify new due diligence areas relevant to individual income tax matters

Learn how new tax rules affect tax planning and compliance

Major Subjects

Impacts of H.R. 1, the One Big Beautiful Bill
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years
California tax law changes
Income inclusions, exclusions and deductions
Property transaction updates
Passive activities, hobbies and other losses
Guidance and planning on energy credits
Significant IRS developments affecting practice and compliance procedures
California's major developments for individuals and conformity to federal law changes for 2025
Filing status, credits and retirement plan developments
Expired and expiring provisions
Inflation adjustments for 2026
Due diligence and planning reminder

Faculty

Mary Kay Ann Foss

Mary Kay Foss CPA is a frequent lecturer for community, professional and business groups. She has authored and presented courses for tax professionals throughout California. She has over thirty years of practical experience in advising clients about retirement, income and estate planning issues. Ms. Foss currently serves on the AICPA Individual Self-Employed Technical Resource Panel and is a past chair of the AICPA Trust Estate and Gift Tax Te...

More about Mary Kay Ann Foss

Annette Nellen

Annette Nellen is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, employment tax, ethics, and tax policy. Annette is active in the tax sections of the AICPA (including as a former chair of the Tax Executive Committee), ABA and California Lawyers Association. In 2020-2021, she served on the AICPA-NASBA CPA Evolution Education Advi...

More about Annette Nellen

Additional Details

This Live Webinar will not be rebroadcasted. Please search "Titans" to find additional dates.

CalCPA and the Titans will be offering multiple Live Webinars to ensure that all updates are addressed through January 2026. Choose the dates that work best for you and your clients.

Live Webinars*

11/24/2025

12/1/2025

12/22/2025

1/6/2026

1/20/2026

*each Live Webinar will have one rebroadcast the following week, with the exception of 11/24/2025.

Titans Annual Federal Tax Planning: Individual Update 25-26

Member

Nonmember

Overview

Product Code

Credit Type

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Major Subjects

Faculty

Additional Details