Seminar
Live Replay WebinarBasic level
Federal Individual Tax Update: 1040 Changes and What the New Law Means for 2025
★★★★★
4.6 · 16 attendee ratings
A new federal tax law is expected to be signed in 2025—and this course will cover it. If you’re looking for a fall 1040 update that includes the latest legislation, you’re in the right place. This session is built to reflect all changes impacting 2025 individual tax returns, including updates to rates, deductions, credits, and planning strategies. Whether you’re preparing returns, advising clients, or updating internal processes, this course will help you apply the new rules with clarity and confidence. Registrants can expect current, practical guidance tailored to the most significant tax law shift in years—delivered in time for year-end planning.
Learning objectives
Upon completing this course, you should be able to:
- Prepare Form 1040 based on 2025 tax law changes
- Identify updated tax rates, brackets, and standard deduction amounts
- Apply revised rules for key credits, including the Child Tax Credit and EITC
- Address changes to income inclusion, exclusions, and phaseouts
- Recognize updates to itemized deductions including SALT and medical expenses
- Analyze QBI changes and health-related tax rules for individuals
- Implement effective year-end planning strategies
- Communicate major changes from the new legislation to clients and team members
Major topics
Individual rate changes, bracket shifts, and inflation adjustments
Federal tax reform: what passed in 2025 and what it changes
Revised deductions: standard vs. itemized
Credit updates: Child Tax Credit, EITC, and other incentives
Phaseouts and thresholds under the new law
QBI updates for pass-through income
ACA-related and health tax provision changes
Planning strategies for year-end 2025
Preparer guidance for compliance under the new rules
Talking to clients about what’s different this filing season
Who this is for
CPAs, EAs, and other tax professionals
Prerequisites: General knowledge of Form 1040
Course details
- Recommended CPE credit
- 8 — Taxes
- Field of study
- Taxes
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- General knowledge of Form 1040
- Advance preparation
- None
- Length
- 6h 40m
- Course number
- 25c0127750
- Provider
- Werner Rocca
CPE Today (Devmatics, 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Your instructor
Arthur Werner
Partner · Werner -Rocca Seminars · ★ 4.4 instructor rating
Arthur Joseph Werner, JD, MS in Taxation, serves as president and shareholder of Werner-Rocca Seminars, Ltd., specializing in lectures on business, tax, and estate planning for affluent individuals. A past adjunct professor at Philadelphia University's Master of Science in Taxation program, Werner brings a solid educational background with a B.S. in Accounting and an M.S. in Taxation from Widener University,...
Full profile →Attendee feedback
4.6
16 attendee ratings
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