On-Demand
Titans Annual Federal Tax Planning Individual Update 2024-25
CPE: 6
Overview
Dive into an in-depth analysis of this year's pivotal changes in Federal and California tax law. You’ll hear about key developments from the IRS, FTB, and courts, providing essential compliance and planning lessons gleaned from recent rulings. Be prepared by thoroughly reviewing due diligence considerations relevant to all new laws.
Product Code
1000004017
Credit Type
CPE: 6CPE-Technical: 6Format
Online Self-Study
Intended Audience
CPAs, attorneys and tax practitioners.
NASBA Field of Study
Taxes
Level of Difficulty
Update
Prerequisites
None
Advance Preparation
None
Modules
- Titans Annual Federal Tax Planning Individual Update 2024-25: Part 1
- Titans Annual Federal Tax Planning Individual Update 2024-25: Part 2
Learning Objectives
Major Subjects
- Explanation of legislation enacted in 2024 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 2024
- Filing status, credits and retirement plan developments
- Expired and expiring provisions
- Inflation adjustments for 2025
- Due diligence and planning reminders
Faculty
Gregory M. Kling
Greg teaches full-time both undergraduate and graduate courses in the Marshall School of Business and Leventhal School of Accounting, and is the Academic Director of the Jennifer and James R. Parks Master of Business Taxation Program. Greg teaches continuing education classes for the California Society of CPAs and CPA exam review classes for Becker CPA Exam Review. Greg is the update author for Federal Taxes Affecting Real Estate (LexisNexis),...
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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...
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