*CANCELLED* Getting Ready for Busy Season Webcast [NFF4]
Time: 08:30am-12:00pm
Subject:
TaxationCredit Hours:
4.00Price:
Member: $155.00
Non-member: $225.00
Discussion Leader:
John M. Kilroy, CPA, CFP
more info
John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
closeWebsite registration for this course closes on January 6, 2026. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
*CANCELLED* Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know Webcast (NFF4)January 7th, 2026 / 8:30 am 12:00 pm
Live Webcast / Zoom
Getting ready for busy season involves not only knowing whats new for the current year, but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With OBBBA enactment, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
Major Topics:
- Timely coverage of breaking tax legislation
- Comprehensive coverage of the One Big Beautiful Bill Act (OBBBA)
-The latest IRS guidance on recent tax legislation
- Hot developments affecting the upcoming tax season
-Review of new laws and changes in forms to provide a familiarity for the upcoming tax season
- Key new tax and practice developments and how they impact the current-year tax
forms for individuals
Learning Objectives:
- Understand which income tax returns and schedules have changed for individuals and pass-through entities
- Identify the legislative, administrative, and judicial developments that affect the income tax returns and schedules of individuals and pass-through entities
Designed For: Any tax practitioner preparing or reviewing individual income tax returns for the current tax year
CPE Credits: 4, Taxation
Level of Knowledge: Intermediate
Prerequisite: Basic familiarity with tax rules relating to individual and pass-through entity taxation for the current tax year
Acronym: NFF4
Discussion Leader: John M. Kilroy, CPA, CFP
