August 5, 2025

Live Webcast

NYSED 4

Overview and Analysis of the New Tax Law: Focus on Individual Taxation Webcast

August 5, 2025
Live Webcast
NYSED 4
  • View Bio

    Instructor

    John
    Kilroy

    View Bio

    John Kilroy

    Bio
    John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
  • Treatment of state and local taxes (SALT)
  • Taxation of overtime pay
  • Treatment of income from tips
  • New deduction for senior citizens
  • Marginal tax rates, personal exemptions, itemized deductions, Child Tax Credit, Alternative Minimum Tax, casualty losses, and other return items
  • Moving expense exclusion
  • Dependent Care Assistance Program and Child and Dependent Care Tax Credit
  • Home mortgage interest deduction
  • Deduction for new vehicle loan interest
  • Non-itemized tax deductions
  • Trump accounts/pilot program
  • Estate and gift tax changes
  • Energy deductions and credits
  • Education: expanded use of 529 plans; student loans
  • Many, many other newly enacted individual tax provisions in the far-reaching legislation affecting nearly all taxpayers and their advisors

Learning Objectives

Be well informed about individual tax changes resulting from the enactment of the recent legislation.

Major Topics

  • Treatment of state and local taxes (SALT)
  • Taxation of overtime pay
  • Treatment of income from tips
  • New deduction for senior citizens
  • Marginal tax rates, personal exemptions, itemized deductions, Child Tax Credit, Alternative Minimum Tax, casualty losses, and other return items
  • Moving expense exclusion
  • Dependent Care Assistance Program and Child and Dependent Care Tax Credit
  • Home mortgage interest deduction
  • Deduction for new vehicle loan interest
  • Non-itemized tax deductions
  • Trump accounts/pilot program
  • Estate and gift tax changes
  • Energy deductions and credits
  • Education: expanded use of 529 plans; student loans
  • Many, many other newly enacted individual tax provisions in the far-reaching legislation affecting nearly all taxpayers and their advisors

CPE Credits Available

NYSED 4
4
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

A basic rudimentary understanding of the tax rules impacting individuals

Advanced Preparation

A basic rudimentary understanding of the tax rules impacting individuals

Intended Audience

Accounting and finance professionals who wish to be informed for their own knowledge or who will be advising clients regarding the individual tax changes brought about by the recent legislation

Provider

Surgent McCoy CPE LLC

This event has ended.