Each year, various limits impacting income tax return preparation and tax planning are affected by inflation-related changes. In addition, various new tax laws may be passed. This course will examine many of those changes.  

The Annual Tax Filing Season Update course discusses new tax laws and recent updates for the 2024 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices, and procedures.

Learning Objectives:

• Identify the principal individual income tax changes brought about by recent legislation


• Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns


• Recognize the federal income tax filing statuses and the criteria for their use