MYCPE ONE

Tax Updates Sep’25 – Child Credits, IRS Fraud & 401(k) Expansion 0.5 Credit 0.5 Credit

Tax Updates Sep’25 – Child Credits, IRS Fraud & 401(k) Expansion 0.5 Credit 0.5 Credit

  • Rating

    4.2

  • Published on

    September, 2025

    Published on

    September, 2025

  • Subject Area

    Taxes

Learning mode

E-Book
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Access to this course is included with a MYCPE ONE subscription.

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Learning Objectives

  • Identify state-specific child tax credit eligibility requirements. 
  • Analyze IRS fraud detection systems and their effectiveness. 
  • Explain the tax impact of crypto investments in retirement accounts. 
  • Discuss the role of private equity in 401(k) plans. 
  • Differentiate between refundable and nonrefundable tax credits.

Course Overview

The world of tax and finance is evolving rapidly, with significant changes in child tax credits, IRS fraud detection, and retirement investment options. Are you ready to stay on top of these developments? In this course, we dive into the 2025 updates on Child Tax Credits, IRS fraud cases, and the groundbreaking expansion of 401(k) plans to include crypto and private equity investments. With a focus on practical tax strategies and real-life case studies, you'll gain critical insights into the current and upcoming shifts in these areas.

With states rolling out their own refundable child tax credits to offset gaps in the new $2,200 federal CTC, which is not fully refundable, and the IRS ramping up its fraud detection capabilities, there’s never been a better time to understand these tax changes. We’ll explore how these updates impact families, tax professionals, and investors alike. Additionally, the introduction of alternative assets like cryptocurrencies into retirement plans follows President Trump’s August 2025 Executive Order and presents new opportunities and risks for financial planning, including new reporting rules such as Form 1099-DA for crypto transactions. Get equipped with the knowledge to navigate these complex tax and investment scenarios, ensuring you and your clients are always one step ahead. 

Major Topics: 

  • State Child Tax Credits 
  • IRS Fraud Detection Systems 
  • Private Equity in 401(k)s 
  • Crypto Investment in Retirement 
  • Retirement Planning Challenges

This course breaks down these key updates, offering actionable guidance to enhance your practice. Don’t miss the chance to stay updated on critical changes that will shape tax and retirement planning for years to come. 

Note: This e-book has been compiled from various articles and insights contributed by multiple professionals.

On Demand Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Taxes for Personal Financial Specialist (PFS) 0.5 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 0.5 PL Eligible
Taxes for Chartered Financial Consultant (ChFC) 0.5 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 0.5 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 0.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 0.5 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 0.5 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 0.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 0.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 0.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 0.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Taxes for CIPM 0.5 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 0.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Taxes for Personal Financial Specialist (PFS) 0.5 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 0.5 PL Eligible
Taxes for Chartered Financial Consultant (ChFC) 0.5 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 0.5 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 0.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 0.5 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 0.5 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 0.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 0.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 0.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 0.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Taxes for CIPM 0.5 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 0.5 CE Eligible

Additional Information

Credits

0.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC 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 credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

About Author

Top Tax Speaker | Jason Dinesen

Jason Dinesen | EA

President, Dinesen Tax & Accounting, P.C.

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  • rating
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Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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