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Friday, September 5, 2025 Live Webcast

8:30 AM - 11:30 AM EDT

ON24

3 CPE Credits in TX

This event is part of the Virtual CPE Pass - 2025/26 event bundle.

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.

DESIGNED FOR

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

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.

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

COURSE LEVEL

Intermediate

Edward K. Zollars, CPA
(4.8)

Tax and Technology Partner

Thomas Zollars & Lynch, Ltd.

Read bio

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Note: Online pre-registration will close on September 5 at 8:30 AM.

Special Tax Topics with Ed Zollars: Individual Developments Beyond OBBBA's Text (E2509224)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

SESSIONS

INSTRUCTOR

Edward K. Zollars, CPA
(4.8)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Special Tax Topics with Ed Zollars: Individual Developments Beyond OBBBA's Text (E2509224)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

SESSIONS

INSTRUCTOR

Edward K. Zollars, CPA (4.8)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

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Edward K. Zollars, CPA
(4.8)