BarbriSFCourseDetails
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Course Details

Course Information
  • smart_display Format

    Live Online with Live Q&A

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Tax Preparer

Date & Time
  • event Date

    Wednesday, July 16, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    110 minutes

Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

  • BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).

$197.00
CPE
ALL

This webinar will cover 2025 tax legislation and its impact on individual income tax. Our federal tax expert will discuss the recent tax bill and provide planning suggestions incorporating the most recent changes and additions for taxpayers and their advisers.

Faculty

Larry Pon
CPA/PFS, CFP, EA, USTCP, AEP
Pon & Associates, CPA

Mr. Pon has been in practice since 1986 providing comprehensive accounting, tax, payroll, and business advisory services. He specializes in tax preparation, tax representation, tax planning, business planning, financial planning, and estate planning. Services include IRS and state audit representation, business startup services, and charitable planning. Mr. Pon is a frequent author and lecturer to financial and legal professionals and the public on tax and financial planning topics.

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Description

New tax legislation will significantly impact the tax situation of individual taxpayers. The One Big Beautiful Bill Act proposes to eliminate and extend many provisions from the Tax Cuts and Jobs Act (TCJA). There are new considerations for most aspects of an individual income tax return, including depreciation provisions, the standard deduction, itemized deductions, child credits, and other items. Individuals and tax professionals must understand the modifications and additions being made to properly prepare Form 1040, U.S. Individual Tax Return, calculate estimated tax payments, and plan for future tax obligations.

Listen as our financial planning specialist analyzes the current tax bill and offers strategies to facilitate tax return preparation and lessen tax liability on individual income tax returns.  

Outline

I. 2025 Tax legislation: introduction

II. The One Big Beautiful Bill

III. Individual provisions

IV. Business deductions

V. New tax provisions

V. Pay fors

VI. Planning strategies

Benefits

The panelist will cover these and other tax issues:

  • Expiring and extended TCJA provisions
  • Planning strategies in light of the pending tax bill
  • Changes to various tax provisions
  • The impact of legislation on estimated tax payments and future tax planning

NASBA Details

Learning Objectives 

After completing this course, you will be able to:

  • Identify extended TCJA provisions
  • Determine the impact of recent legislation on individual taxpayers
  • Ascertain planning strategies to mitigate tax liability for taxpayers
  • Decide how current legislation impacts standard and itemized deductions

  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite:

    Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of individual income taxation, including itemized deductions, individual income tax credits, net operating loss limitations including carrybacks and carryforwards.


Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.

IRS Approved Provider

Strafford is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).