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Instructor
Rob Burton began his professional career in an Austin, Texas, tax practice where he focused on tax planning and compliance for individuals and businesses. In 1998, he became the Chief Financial Officer of a local law firm and then served as CFO of various medium-sized, privately-held companies for the next 21 years. In 2019, he formed the CPA firm that later merged to become Tandem CPAs. He now provides services in the areas of tax compliance and planning, CFO consulting, executive leadership coaching and small business consulting.
Throughout his career, Rob has always maintained a private tax practice in order to keep current with tax laws and best practices in tax planning and tax compliance. This allowed him to gain extensive experience in tax compliance and planning for individuals, businesses, trusts and estates, as well as knowledge of all facets of business strategy and operations. Rob earned his Bachelor of Business Administration from Texas State University, and he is a Certified Public Accountant licensed in Colorado and Texas.
Rob lives in Larimer County with his wife, Megan, an accomplished author and poet. They have two daughters who still think their dad is out of touch, no matter how many years of experience he has under his belt. When not working with clients, you can usually find Rob riding his bicycle on the roads of Colorado or fishing the saltwater bays of Texas with Cowboy, his lovable Labrador Retriever.
As tax laws continue to evolve, CPAs must stay ahead of changes at both the federal and state levels. This timely update course provides a comprehensive overview of the most important developments affecting 2025 tax planning and compliance. Participants will explore updates from the IRS, including key changes resulting from the One Big Beautiful Bill Act (OB3), with a focus on provisions impacting both individuals and businesses. The course also covers newly enacted Colorado tax legislation, emphasizing laws that deviate from federal conformity. Designed for professionals who need to translate tax legislation into practical planning, this session delivers insights that can immediately be applied to client service and tax strategy.
Throughout his career, Rob has always maintained a private tax practice in order to keep current with tax laws and best practices in tax planning and tax compliance. This allowed him to gain extensive experience in tax compliance and planning for individuals, businesses, trusts and estates, as well as knowledge of all facets of business strategy and operations. Rob earned his Bachelor of Business Administration from Texas State University, and he is a Certified Public Accountant licensed in Colorado and Texas.
Rob lives in Larimer County with his wife, Megan, an accomplished poet and writer. They have two daughters who still think their dad is out of touch, no matter how many years of experience he has under his belt. When not working with clients, you can usually find Rob riding his road bike on the roads of Colorado and other beautiful areas around the country.
Identify key 2025 IRS updates relevant to individual and business tax filings
Evaluate the implications of the OB3 Act on personal and corporate tax planning
Bloom's verbDetermine which Colorado tax provisions have decoupled from federal law
Apply recent state and federal tax changes to common client scenarios
Partner
Tandem CPAs, LLC
Rob Burton began his professional career in an Austin, Texas, tax practice where he focused on tax planning and compliance for individuals and businesses. In 1998, he became the Chief Financial Officer of a local law firm and then served as CFO of various medium-sized, privately-held companies for the next 21 years. In 2019, he formed the CPA firm that later merged to become Tandem CPAs. He now provides services in the areas of tax compliance and planning, CFO consulting, executive leadership coaching and small business consulting.
Throughout his career, Rob has always maintained a private tax practice in order to keep current with tax laws and best practices in tax planning and tax compliance. This allowed him to gain extensive experience in tax compliance and planning for individuals, businesses, trusts and estates, as well as knowledge of all facets of business strategy and operations. Rob earned his Bachelor of Business Administration from Texas State University, and he is a Certified Public Accountant licensed in Colorado and Texas.
Rob lives in Larimer County with his wife, Megan, an accomplished author and poet. They have two daughters who still think their dad is out of touch, no matter how many years of experience he has under his belt. When not working with clients, you can usually find Rob riding his bicycle on the roads of Colorado or fishing the saltwater bays of Texas with Cowboy, his lovable Labrador Retriever.
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All CPAs and tax practitioners preparing for the 2025 tax filing season.
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