Get ahead of the year-end rush with this timely IRS-approved webinar designed specifically for tax professionals. Taught by nationally renowned instructor Doug Stives, this live, 2-hour session provides a strategic mid-year review of the 2025 tax landscape. This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education, which can be used for the Annual Filing Season Program (AFSP).
You’ll get up-to-date insights into IRS priorities, tax law changes, and a preview of major shifts coming in 2026. Learn how to maximize value in mid-year client meetings and guide clients through impactful decisions before year-end. We’ll cover key issues in estate planning, retirement distributions, health insurance costs, education funding, charitable contributions, and more.
This essential check-in equips tax preparers with actionable strategies to strengthen client relationships, reduce tax liabilities, and ensure compliance with both federal and state requirements.
By the end of this course, you will be able to:
1. Provide clients with timely advice on 2025 tax changes and upcoming shifts that will occur after 2025.
2. Understand current IRS updates, enforcement priorities, and how they impact clients.
3. Schedule and optimize mid-year client meetings to expand services and provide tailored guidance.
4. Identify tax-saving strategies related to estate, gift, education, capital gains, and retirement planning.
5. Verify proper federal and state income tax withholding levels for clients.
6. Understand RMD rules and penalties for missed distributions.
7. Ensure beneficiary designations on insurance and retirement accounts are current and accurate.
8. Navigate challenges related to health insurance premiums and affordability.
9. Advise clients on state-specific tax burdens related to residency and inheritance.
This course Counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
About the Presenter:
Doug Stives is considered a worldwide leader in public and management accounting by AICPA &CIMA. He is a CPA, MBA, and recently retired professor of Accounting at Monmouth University and a professional speaker at many organizations and conferences. Doug was honored as Monmouth's Outstanding Business Professor of the Year in 2009, 2016, and 2024 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. Frequent media exposure includes The Wall Street Journal and other national publications and television, including CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug was once dubbed as the "Most Tax Efficient Man in America" by the Wall Street Journal.
