Dive into an in-depth analysis of this year's pivotal changes in Federal and California tax law. Discover the latest legislation and stay informed on crucial IRS and FTB guidance. We cover key developments from the IRS, FTB, and courts, providing essential compliance and planning lessons gleaned from recent rulings. Prepare for the tax season by thoroughly reviewing due diligence considerations relevant to all new laws. Titans of Tax 2025 Lineup: Titans of Tax Mid-Year Update 2025 Titans Annual Federal Tax Planning Individual Update 25-26 Titans Annual Federal Tax Planning: Business & Estate Update 25-26
Learning Objectives
• Identify new federal and California tax legislation affecting individuals
• Describe the year's significant federal and California law change from the legislature, IRS, FTB and the courts
• Identify new due diligence areas relevant to individual income tax matters
• Learn how new tax rules affect tax planning and compliance
Major Topics
• Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years
• California tax law changes
• Income inclusions, exclusions and deductions
• Property transaction updates
• Passive activities, hobbies and other losses
• Guidance and planning on energy credits
• Significant IRS developments affecting practice and compliance procedures
• California's major developments for individuals and conformity to federal law changes for 2025
• Filing status, credits and retirement plan developments
• Expired and expiring provisions
• Inflation adjustments for 2026
• Due diligence and planning reminder
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