2025 Federal Update
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, November 4, 2025
5:30 PM to 8:00 PM

Location:

Pacific Southwest Association of Realtors El Cajon #100
1150 Broadway
El Cajon, CA 92021

Topic:

Dinner Meeting Course Description - 2025 Federal Update:
This course reviews federal tax law changes from OBBB and 2025 tax law year updates to forms or tax provisions. For individuals: the new $6,000 senior deduction, No Tax on Tips, No Tax on Overtine, Deduction for Car Loan Interest, changes to the Child Tax credit, sunset of energy credits, increase in the SALT limitation, and more. For business tax: QBI, 100% Bonus Depreciation, R & D expensing, PTET, Energy Credits for business and rentals, etc. We'll also cover updates to the federal disaster loss deductions.

Learning Objectives:
1. Review 2025 federal tax law OBBB, including any late-breaking legislation.
2. Learn expected rules and processes for implementing any new tax law changes.
3. Develop up-to-date 2025 tax planning moves for your individual and business clients.
4. Understand the effect of these changes for 2025 and future years.

Presenter(s):

Mike Tullio, EA
Mike has been in the tax preparation business for nearly 40 years. He is the owner of Tullio Financial Services, LLC, located on Mission Gorge Road in San Diego California. His business mainly focuses on Individual and Small Partnership tax returns. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. Mike has nationally written tax articles and has conducted live and Webinar speaking engagements. He is an Enrolled Agent and member of the National Society of Tax Preparers (NSTP), the National Association of Enrolled Agents (NAEA) the California Society Tax Consultants (CSTC) and the California Society of Enrolled Agents (CSEA). Mike is married and lives in the Clairemont Area of San Diego. He and his wife Janet have two grown sons. He and his wife like to travel in their RV and he also serves on the Board of Directors of the San Diego Imperial Council of Scouting America. 

CPE Information:

2 Federal Tax Update hour(s) (Topics covering new tax law)

IRS: 18QC1-U-02187-25-I
CTEC: 1000-CE-05659

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Cost if registered by October 29, 2025 at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cost if registered after October 29, 2025 at midnight
Registration Fee (Member): $70
Registration Fee (Non-Member): $100

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.