Registration Info
Registration is required before Thursday, February 05, 2026 at 3:00 PM
Payment In Full In Advance Only
Prerequisites: None
Learning objectives:
Upon completion of federal tax update for individuals and businesses, participants will be able to:
1. Summarize recent federal individual and business tax law updates affecting the current tax year.
2. Identify significant changes to filing requirements, income thresholds, deductions, credits, and limitations for individuals and businesses.
3. Explain the impact of recent federal tax updates on individual taxpayers, retirees, and small to mid-sized businesses.
4. Discuss how recent tax law changes affect compliance, reporting, and estimated tax obligations.
5. Recognize common compliance risks and potential errors arising from recent federal tax law changes.
6. Apply updated federal tax provisions to practical scenarios for advisory, compliance, and planning purposes.
Learning Objectives – Exploring Charitable Solutions in Today’s Markets
After completing this session, participants will be able to:
1. Identify current charitable planning vehicles and assess their suitability under prevailing market and economic conditions.
2. Analyze tax, cash-flow, and asset-based considerations when integrating charitable strategies into comprehensive financial and estate planning.
3. Apply advanced charitable planning concepts presented to client-specific scenarios.