Halfway There: Key Tax Changes for 2025 (So Far)
Don't Miss the Biggest Mid-Year Tax Update of 2025Tax law never sleeps—and neither can you. As we cross the midpoint of 2025, major developments are already reshaping how you advise and represent your clients. New laws, court rulings, administrative guidance, and a revised Circular 230 are already in play.Join us for a fast-paced, practical breakdown of everything that matters so far in 2025—before you fall behind.
What We’ll Cover:
✅ Tax legislation signed into law during the first half of 2025
✅ Treasury regulations, IRS Notices, and procedural updates
✅ Executive orders and enforcement priorities from the Trust Administration
✅ The new Circular 230 and what it means for YOUR practice
✅ Recent Tax Court decisions that change the playing field
Presented By:
Leading expert, A.J. Reynolds, EA, in tax law and procedure, with real-world insights for working professionals
IRS: Federal Tax Law Update 7Q3WU-U-00735-25
NASBA: Taxes (Technical) | Update Level
CTEC Approved (for California CRTPs) 6248-CE-00105
By the End of This Program, You’ll Be Able To:
Apply 2025’s tax changes with confidence
Stay compliant with the latest rules from Treasury and the IRS
Identify high-risk areas from new enforcement trends
Adapt client strategies based on real case law and Circular 230 changes
Allan J. "A.J." Reynolds
,
EA
A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.
Recommended Webinars
Responding to Math Authority Notices
2 IRS CE/2 CTEC/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Addressing Common IRS Issues and Notices
2 IRS CE/2 CTEC/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Leveraging AI, Big Data, IRS Online Services & Emerging Technology for Tax - 2025
4 Free NY & NJ CLE, 4CPE and 4IRS CE/ 4 NASBA CPE Credits
This program delves into the evolving role of artificial intelligence (AI) in the realm of tax controversy. The program covers the use of AI tools for legal research, document automation, and predictive analytics, highlighting their applications in tax dispute resolution. It explores the benefits and challenges of AI-powered eDiscovery, the ethical considerations of AI in legal contexts, and best practices for integrating AI into tax practices. The program reviews the IRS's use of AI for audit selection, taxpayer assistance, and litigation. Lastly, this program addresses bias, privacy, and the ethical implications of AI in tax and legal contexts.
Tax Planning with Health Savings Accounts
2 IRS CE/2 CTEC/2 NASBA CPE
Health savings accounts can provide triple tax advantages which includes a tax deduction for contributing to an HSA, tax deferred growth of the funds in the HSA, and tax-free distributions when the funds are used for qualified medical expenses. The OBBBA also made some changes to HSAs, but unfortunately not all the proposed changes made it into the final version of OBBBA. Our clients will always have medical expenses in retirement and HSAs are one of the best ways to prepare for these costs. We will review the special once-in-a-lifetime distribution from an IRA to an HSA which would convert the taxable IRA to a tax-free HSA. This is even better than a Roth conversion because there is no tax upon this rollover. *Self-Study recording not available for NASBA CPE credit.
Tax Planning with Health Savings AccountsThe Devil Wears Compliance: High Level on Form 5471
2 IRS CE/2 NASBA CPE*
Only available for TPP unlimited CE subscribers. ($52 a month and a one-time set-up fee) "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
The Devil Wears Compliance: High Level on Form 5471CTEC Qualified 2025 CA Tax Update
NO CE FOR REPLAY
This course provides tax professionals with an in-depth review of the latest changes in California tax laws and regulations, with a focus on areas where the state does not conform to federal income tax law. Participants will explore planning strategies using California’s pass-through entity tax election, as well as key rules governing residency and nonresidency. The program will also address sourcing rules to determine when income is attributable to California, along with methods for calculating apportionment between California and other states. By the end of the course, attendees will be equipped to apply these concepts in practice to better advise clients with California tax exposure. *Self-Study recording not available for NASBA CPE credits
CTEC Qualified 2025 CA Tax UpdateJohn Sheeley's A.I. for Tax Pros, Episode 1
NO CE
"Our best deal is always to become a monthly subscriber"
John Sheeley's A.I. for Tax Pros, Episode 1The Trial of a US Tax Court Case – Practice & Procedure Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual or LIVE In-Person attendance. Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
The Trial of a US Tax Court Case – Practice & Procedure Part IA Deep Dive into Education Credits
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
A Deep Dive into Education CreditsKeys to Cashing Out: Section 121 Strategies
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Keys to Cashing Out: Section 121 StrategiesNIIT: The "Sneaky" Mistake
2 IRS CE/2 CTEC/2 NASBA CPE
"Is NIIT actually required on this return? What income is subject to NIIT? Is my software computing it correctly?" This program equips tax professionals with the knowledge to identify potential errors in NIIT application and correct software miscalculations, ensuring proper treatment of Net Investment Income Tax on affected returns.
NIIT: The "Sneaky" MistakeCut the Cost: Winning IRS Penalty Abatement Requests
2 IRS CE/x2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Cut the Cost: Winning IRS Penalty Abatement Requests
Hmm...nothing here yet.
