Virtual CPE Pass - 2025/26

Designed for experienced CPAs and accountants navigating the evolving landscape of individual taxation, this session will delve into significant tax updates, crucial judicial decisions and recent IRS guidance that extend beyond the direct legislative text of the One Big Beautiful Bill Act.

Highlights

Key items covered in this session include:

• The criteria for deducting theft losses under IRC Section 165 for victims of various scams, including the tax consequences of IRA distributions
• The Third Circuit ruling in Murrin v. Commissioner on the indefinite assessment period for fraudulent returns, specifically when fraud is committed by a tax preparer
• The deductibility of in vitro fertilization (IVF) and surrogacy expenses under IRC Section 213, distinguishing between deductible and non-deductible costs
• The Tax Court's analysis of portability election pitfalls and strict deceased spousal unused exclusion (DSUE) requirements, as illustrated in Estate of Rowland
• The Second Circuit’s decision on state charitable tax credit programs and their impact on federal deductibility under IRC § 170 following the overturning of Chevron deference
• Recent IRS guidance regarding new PIN reporting requirements for energy credits (§ 25C and § 25D) and the accelerated termination of various energy credits under OBBBA

Benefits

• Gain essential insights into complex areas of tax law in order to effectively advise clients or your company on current compliance and planning strategies.
• Enhance your understanding of critical developments that have emerged over the past year.

Designed For

CPAs in public practice and industry who advise individuals and closely held businesses on tax matters

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Designed for experienced CPAs and accountants navigating the evolving landscape of individual taxation, this session will delve into significant tax updates, crucial judicial decisions and recent IRS guidance that extend beyond the direct legislative text of the One Big Beautiful Bill Act.

Highlights

Key items covered in this session include:

• The criteria for deducting theft losses under IRC Section 165 for victims of various scams, including the tax consequences of IRA distributions
• The Third Circuit ruling in Murrin v. Commissioner on the indefinite assessment period for fraudulent returns, specifically when fraud is committed by a tax preparer
• The deductibility of in vitro fertilization (IVF) and surrogacy expenses under IRC Section 213, distinguishing between deductible and non-deductible costs
• The Tax Court's analysis of portability election pitfalls and strict deceased spousal unused exclusion (DSUE) requirements, as illustrated in Estate of Rowland
• The Second Circuit’s decision on state charitable tax credit programs and their impact on federal deductibility under IRC § 170 following the overturning of Chevron deference
• Recent IRS guidance regarding new PIN reporting requirements for energy credits (§ 25C and § 25D) and the accelerated termination of various energy credits under OBBBA

Benefits

• Gain essential insights into complex areas of tax law in order to effectively advise clients or your company on current compliance and planning strategies.
• Enhance your understanding of critical developments that have emerged over the past year.

Designed For

CPAs in public practice and industry who advise individuals and closely held businesses on tax matters

View Full Event Details

Highlights

Details coming soon.

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Highlights

Details coming soon.

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Highlights

Topics covered:

Is Your Retirement Safe from the Tax Man?
Gio Capodanno, CFP - OneTeam Financial, LLC

Estate Planning: Surrogate Decision-Making in the Midst of Incapacity
Constantina Koulosousas, Esq., CELA - OneTeam Financial, LLC

Debunking the Myths – Social Security and Estate Planning
Ash Ahluwalia, MBA, CFP, NSSA - OneTeam Financial, LLC

Joy Matak, Esq. - OneTeam Financial, LLC

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Highlights

Topics covered:

Is Your Retirement Safe from the Tax Man?
Gio Capodanno, CFP - OneTeam Financial, LLC

Estate Planning: Surrogate Decision-Making in the Midst of Incapacity
Constantina Koulosousas, Esq., CELA - OneTeam Financial, LLC

Debunking the Myths – Social Security and Estate Planning
Ash Ahluwalia, MBA, CFP, NSSA - OneTeam Financial, LLC

Joy Matak, Esq. - OneTeam Financial, LLC

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Get an update on the most important aspects of recent legislation/proposals as well as major trends on the horizon with a view towards tax planning considerations. This course will also address challenges in keeping up with current tax reform, the state of the IRS and the latest and greatest revenue rulings applicable to both business and individual taxpayers.

Highlights

Details coming soon.

Benefits

• Learn the key provisions of late-breaking tax law changes including legislation passed/proposed by Congress and guidance issued by the IRS.
• Hear about timely developments, including proposed regulations and guidance.
• Formulate basic 2025 tax planning strategies for business and individual taxpayers.

Designed For

Professionals and CPAs who need to know how tax law changes apply to their clients or their business

View Full Event Details

Highlights

Details coming soon.

View Full Event Details

Get an update on the most important aspects of recent legislation/proposals as well as major trends on the horizon with a view towards tax planning considerations. This course will also address challenges in keeping up with current tax reform, the state of the IRS and the latest and greatest revenue rulings applicable to both business and individual taxpayers.

Highlights

Details coming soon.

Benefits

• Learn the key provisions of late-breaking tax law changes including legislation passed/proposed by Congress and guidance issued by the IRS.
• Hear about timely developments, including proposed regulations and guidance.
• Formulate basic 2025 tax planning strategies for business and individual taxpayers.

Designed For

Professionals and CPAs who need to know how tax law changes apply to their clients or their business

View Full Event Details

Highlights

Details coming soon.

View Full Event Details

Highlights

Details coming soon.

View Full Event Details

Highlights

Details coming soon.

View Full Event Details

Highlights

Details coming soon.

View Full Event Details

Highlights

Details coming soon.

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Back by popular demand — the NJCPA’s top accounting and auditing presenters will provide updates on recently issued guidance and matters affecting compliance, quality and value-added service .

Highlights

Details coming soon.

Benefits

Gain practical and effective guidance to implement the latest standards and procedures.

Designed For

All CPAs and accounting professionals who perform accounting or auditing functions

View Full Event Details

Back by popular demand — the NJCPA’s top accounting and auditing presenters will provide updates on recently issued guidance and matters affecting compliance, quality and value-added service .

Highlights

Details coming soon.

Benefits

Gain practical and effective guidance to implement the latest standards and procedures.

Designed For

All CPAs and accounting professionals who perform accounting or auditing functions

View Full Event Details