TAX2601. Individual Tax Update

Gigantic tax legislation in 2025 brought both temporary and permanent opportunities for individual taxpayers. In a fast-paced session, we’ll guide you through the year’s most impactful tax changes, as well as offer planning tips on critical legislation that comes into effect during the 2026/27 year. Two of America’s top update presenters will unveil key strategies for your high-income clients.

Learning Objectives:

• Learn how to work with and around new limitations on charitable deductions and overall itemized deductions
• Identify deferral/exclusion techniques (Opportunity Zones, Farmland Sales, QSBS) for tax planning engagements
• Analyze the new SALT limitations to make PTET and payment timing decisions