MYCPE ONE

Federal Tax Update Online Summit 2025

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Conference Overview

The Federal Tax Update Online Summit 2025 is your go-to event for mastering the latest changes shaping federal taxation. With sweeping legislative developments on the horizon and the IRS tightening its grip on compliance, this summit offers the insights you need to stay ahead of the curve—and in full control of your advisory role.

As the sunset of key TCJA provisions nears and new reporting obligations roll out for partnerships and LLCs, tax professionals must be ready to respond with precision and foresight. This virtual conference brings together nationally recognized tax experts to decode the most impactful updates for 2025 and beyond, covering legislative shifts, reporting best practices, audit risks, and forward-looking planning strategies.

Whether you serve individuals, small businesses, or complex entities, you’ll walk away equipped to guide your clients with confidence through a changing tax environment. Stay compliant, add value, and ensure a smooth close to 2025—all while earning valuable IRS-approved CPE credits from the comfort of your home or office.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 4 Taxes
EA 4 Federal tax-related matters
AFSP 4 Federal tax-related matters
CRTP 4 Federal tax-related matters
CPA/PFS 3 Taxes
ORTP 4 Federal tax-related matters
ChFC 3 Taxation
DE LPA 4 Taxes
Maryland Tax Preparer 4 Federal tax-related matters
LTC 4 Federal tax-related matters
RICP 3 Taxes
FSCP 3 Taxes
WMCP 3 Taxes
IA LPA 4 Taxes
CASL 3 Taxes
ME LPA 4 Taxes
ChSNC 3 Taxes

Sessions

Jun 27th, 2025

Speakers:
Speaker Name
Nicholas Preusch

Certified Public Accountant (CPA)
Nicholas Preusch

  • 4.6
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Are you prepared for the latest IRS rules that could impact your clients in 2025? As tax laws grow more complex, especially for Partnerships and LLCs, staying current is no longer optional—it’s essential. The IRS is increasing its scrutiny of pass-through entities, and new compliance triggers are changing how tax professionals must approach filings. This CE course delivers a complete and practical update on what you need to know for the 2025 season.

You’ll get clear guidance on key regulatory changes including Form 1065 updates, Schedules K-2 and K-3, and new expectations for reporting partner capital accounts and basis. We’ll cover major challenges such as disguised sales, allocation errors, and self-employment tax pitfalls. Real examples and IRS enforcement trends will help you apply strategies that work—whether you’re dealing with a single-member LLC or a complex partnership return.

Major Topics:

  • 2025 IRS Reporting Changes
  • Schedule K-2/K-3 Updates
  • Partnership Basis Compliance
  • Capital Account Challenges
  • IRS Audit Priorities

This CE course is your roadmap to accurate, defensible filings and better service for your clients. With expert tips and tested best practices, you’ll boost your confidence and prepare to meet 2025’s demands with clarity and ease.

For more IRS CE Courses, Click here.

Learning Objectives

  • Identify key 2025 updates affecting partnership and LLC tax reporting.
  • Apply IRS guidance on Schedule K-2 and K-3 disclosures.
  • Evaluate partner capital accounts and basis consistency requirements.
  • Recognize common reporting errors in partnership allocations and deductions.
  • Implement best practices for audit risk mitigation in 2025 filings.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Jackie Meyer


TaxPlanIQ

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As 2025 draws to a close, proactive tax planning becomes increasingly important amid looming legislative changes. With several provisions of the Tax Cuts and Jobs Act (TCJA) set to expire after this year, tax professionals must take early, strategic steps to help clients stay ahead. This CE course offers practical guidance on aligning year-end tax decisions with both current rules and anticipated updates in federal policy.

The course explores critical areas expected to shift, including income tax rates, qualified business income deductions, and estate and gift tax thresholds. Participants will review proven strategies such as income deferral, acceleration, and restructuring of business entities to help mitigate possible tax increases. We’ll also examine pending tax proposals and assess their potential impact on 2026 and beyond, providing clarity in a changing environment.

Major Topics:

  • TCJA Expiration Provisions 
  • Year-End Tax Strategies 
  • Entity Structure Planning 
  • Individual Tax Mitigation 
  • Legislative Change Forecasting

Designed for professionals serving individuals, small businesses, and high-net-worth clients, this course delivers clear, actionable insights. You'll leave with practical planning tactics ready to implement before December 31, 2025—ensuring your clients are well-prepared for what’s ahead.

For more IRS CE Courses, Click here.

Learning Objectives

  • Assess key TCJA provisions set to expire after 2025.
  • Recommend year-end tax strategies for individuals and businesses.
  • Analyze potential impacts of 2025 tax legislation proposals.
  • Develop client-specific plans to optimize 2025 tax outcomes.
  • Evaluate restructuring options for long-term tax efficiency.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Tony Curatola


Drexel University

  • 4.7
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Are you prepared for the sweeping changes on the horizon? As the Tax Cuts and Jobs Act (TCJA) of 2017 approaches its sunset in 2027, Congress is actively considering which tax provisions to extend and which to revise. 

This ongoing legislative activity has serious implications for individuals and small business owners in the current and upcoming tax years. Tax professionals must stay alert and informed to guide clients through an evolving tax landscape. In this CE session, we focus on the most impactful tax changes, without overwhelming you with excessive technical detail. We’ll highlight the critical provisions that are most likely to affect a broad range of taxpayers and share practical considerations for tax planning. With time-sensitive decisions looming, this course is designed to help you quickly grasp the essential updates that matter most for your advisory practice.

Whether you're a tax advisor, accountant, or financial planner, this 2-hour CPE session is designed to be insightful, actionable, and future-focused

Major Topics:

  • Sunsetting TCJA Provisions
  • Key Small Business Updates
  • Individual Taxpayer Impacts
  • Treasury Interpretation Issues
  • Reporting Requirement Changes
  • Enacted Federal Tax Legislation

Led by Tony Curatola, this CE virtual session delivers the knowledge you need to navigate legislative changes with confidence. Join us and stay ahead in a rapidly evolving tax landscape!

For more IRS CE Courses, Click here.

Learning Objectives

  • Discuss enacted tax laws impacting 2025 tax returns.
  • Identify taxpayer categories most affected by the changes.
  • Analyze the key provisions requiring immediate attention.
  • Explain reporting obligations under the updated legislation.
  • Explore Treasury’s role in interpreting new tax policies.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA)
Nicholas Preusch

Jun 27th, 2025

View More
Tony Curatola
Tony Curatola


Drexel University

Jun 27th, 2025

View More
Jackie Meyer
Jackie Meyer


TaxPlanIQ

Jun 27th, 2025

View More

Reviews and Ratings

out of 5

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3 ratings

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AL

anne lennstrom, Owner
5 ratingratingratingratingrating

excellent class and instructors

AL

anne lennstrom, Owner
5 ratingratingratingratingrating

excellent class and instructors

BM

Bryan Manny, Owner
4 ratingratingratingratingrating

I would recommend to other tax professionals.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com