Prepare with confidence for the upcoming tax season through a full day of expert-led education. Team Tax offers five comprehensive courses covering critical updates and practical strategies for tax professionals.
Why Attend?
- Gain insights from multiple expert speakers on diverse tax topics.
- Review key federal and South Carolina income tax changes impacting individuals and businesses for the 2025 filing season.
- Explore recent legislative, regulatory, and judicial developments shaping tax planning and compliance.
- Identify essential updates in partnerships, S corporations, retirement taxation, and estate and gift taxes.
- Apply real-world strategies and planning techniques to strengthen your tax season readiness.
Enrolled Agent Approved
Event Details
- Date: December 17
- Speakers
- Bill Strickland – Morning Courses
- Dave Peters – Afternoon Courses
Choose individual courses or maximize your learning with the full-day experience.
This session provides a comprehensive overview of U.S. federal tax rules for capital gains and losses, covering asset classification, calculation and reporting of gains and losses, special tax provisions, and practical tax planning strategies for individuals and businesses.
- Identify and classify capital assets according to the Internal Revenue Code.
- Calculate and report capital gains and losses, distinguishing between short-term and long-term transactions.
- Apply special tax rules for depreciable property, nontaxable exchanges, and unique transactions.
- Implement tax planning strategies to optimize efficiency and minimize tax liability.
- Recognize the tax implications of special transactions and asset transfers.
This session provides a comprehensive overview of digital assets, including cryptocurrencies and non-fungible tokens (NFTs), their underlying blockchain technology, and the evolving landscape of financial applications. It explains how digital assets are classified and taxed under current IRS rules, highlights key reporting requirements, and discusses recent legislative updates such as the GENIUS Act and CLARITY Bill. The presentation also covers common tax issues, compliance tips, and resources for further guidance on digital asset taxation.
- Understand the fundamental concepts of digital assets, blockchain technology, and their various applications.
- Identify how digital assets are classified and taxed by the IRS, including distinctions between property, securities, and commodities.
- Recognize the key taxable events and reporting requirements associated with digital assets, such as Form 1040 and Form 1099-DA.
- Summarize recent legislative developments affecting digital asset regulation, including the GENIUS Act and CLARITY Bill.
- Apply best practices for tracking cost basis, ensuring compliance, and utilizing IRS resources for digital asset taxation.
This session provides a comprehensive update on recent legislative, regulatory, and case law developments affecting South Carolina tax and estate planning. The presentation covers new revenue rulings, procedures, and notices issued for 2025, including interest rates, safe harbor provisions for trusts with digital assets, and transitional relief for tip and overtime reporting. It also reviews cost-of-living adjustments for retirement plans, enacted legislation such as the extended rule against perpetuities, and updates to the South Carolina Department of Revenue’s website and policy manuals. The session concludes with a detailed analysis of recent state and federal court cases impacting tax, probate, and property law in South Carolina.
- Identify and explain the key 2025 South Carolina revenue rulings, procedures, and notices affecting interest rates, digital asset trusts, and reporting requirements.
- Summarize recent cost-of-living adjustments for retirement plans and IRAs, including contribution limits and compensation thresholds.
- Recognize significant legislative changes, such as the extension of the rule against perpetuities and requirements for independent trustees in grantor trusts.
- Analyze selected recent South Carolina appellate and Supreme Court cases relevant to tax, probate, property, and marital law.
- Locate and utilize updated resources and policy manuals from the South Carolina Department of Revenue for ongoing compliance and research.
This session provides a comprehensive quarterly update on federal tax changes affecting individual taxpayers, focusing on recent legislative developments, new deductions, and clarifications to existing tax provisions. Attendees will gain insights into permanent and temporary changes to tax brackets, deductions, credits, and exclusions, including updates on the OBBBA, tip and overtime deductions, opportunity zones, Trump accounts, and other key topics relevant for tax planning and compliance in the upcoming year.
- Identify and explain new provisions of the OBBBA that impact individual taxpayers.
- Recognize the tax implications and requirements for new savings vehicles and deductions, including Trump accounts and tip deductions.
- Summarize changes to tax brackets, standard deductions, and credits, and understand their effects on tax liability.
- Describe updates to opportunity zones and related investment incentives for individuals.
- Clarify the eligibility and phaseout rules for new and existing deductions, such as overtime pay, car loan interest, and charitable contributions.
This session provides a comprehensive quarterly update on recent federal tax law changes affecting businesses, with a focus on the One Big Beautiful Bill Act (OBBBA) signed in July 2025. The presentation covers new and expiring tax provisions, including depreciation, energy credits, partnership regulations, reporting thresholds, and other significant updates relevant to business tax planning and compliance.
- Identify and explain the major provisions of the OBBBA that impact business taxation.
- Recognize which green energy tax credits are expiring and understand the implications for business planning.
- Describe the changes to depreciation, expensing, and bonus depreciation rules for various types of property.
- Summarize the updated requirements for partnership property distributions and related reporting.
- Understand new information reporting thresholds and compliance obligations for businesses under recent federal tax law changes.