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Income Tax Planning
Chapter 3: Fundamentals of Income Tax/THE PERSONAL EXEMPTION
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 3: Fundamentals of Income Tax

THE PERSONAL EXEMPTION

01.Core Concepts

• TCJA 2017 suspended personal exemptions until tax years beginning after December 31, 2025. • OBBBA 2025 • Permanently repeals personal and dependency exemptions (by setting the value to $0). • Adds temporary “bonus” deduction of $6,000 for qualified individuals. • See slide 17.