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Individual tax update
December 3, 2025 @ 1:00 pm – 2:00 pm EST
Join us for our complimentary, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year, as well as provide insights into clients’ most frequently asked questions.
As 2025 comes to a close, individual taxpayers face a shifting tax landscape, including changes to the state and local tax (SALT) deduction cap, charitable contribution limits, estate and gift tax exemptions, and other tax considerations. In this session, Baker Tilly tax professionals will discuss updated considerations for individual taxpayers following the enactment of the One Big Beautiful Bill Act (OBBBA).
Learning objectives
- Summarize key individual tax provisions in the OBBBA and implications for tax year 2025 tax planning
- Apply strategies to manage income, deductions and gifting in light of new phaseouts and thresholds
- Assess planning opportunities related to SALT, PTET elections and charitable contributions
Who should attend
Business owners, CFOs, tax directors, vice presidents of tax, legislative directors, tax professionals and other financial executives
Can’t attend our webinar live? Register to receive a link to the recording.
There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.
A certificate of completion will be emailed to you four to six weeks after the event.
Level: Update
CPE credit: One (1) hour total credit
Field of study: Taxes
For more information regarding administrative policies such as complaint and refund policies, please email [email protected].
Baker Tilly Advisory Group, LP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
