Keyword Search:
OR
Register for an Account
To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.
Forgot Username or Password | Register for an Account
*Premium Courses only included in the Unlimited Plus Package
What tax planning strategies individuals adopt in 2025 will depend almost entirely on the changes that Congress enacts in 2025. These changes will be largely determined by what changes the Trump Administration proposes that get through Congress at some point in 2025. This program will cover new tax changes enacted in 2025 that impact individuals and provide individuals with significant tax reduction strategies. We do not yet know what changes will take place in the tax law for 2025, but we will be alert to any changes that are enacted that provide individuals with new tax planning strategies. We will cover new tax changes impacting individuals in this program as well as the planning strategies that become available during 2025.
Accounting and finance professionals who need to know about tax planning opportunities for 2025 and later Prerequisite
None Advance Preparation
None IRS Approved
Yes CFP Approved
No
Subscribe to Surgent CPE emails for course information, promotions and industry insights