The 2025 tax law introduces significant changes that will shape 2026 tax return preparation — and now is the time to get up to speed. In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that impact planning and compliance. We’ll focus on the developments that matter most when preparing returns and advising clients. With clear explanations and practical insights, this session will help you stay current, spot planning opportunities and head into the 2026 filing season prepared and confident.
Upon completion of this course, participants will be able to:
1. Identify and apply the inflation-adjusted amounts for 2026, including tax brackets, standard deductions and retirement plan limitations.
2. Understand the significant federal tax law changes affecting 2026 tax return preparation.
3. Recognize and apply rules for new and modified deductions and credits.
4. Analyze recent developments and guidance related to retirement and digital assets.
5. Apply practical tax planning strategies in response to current federal tax developments.
6. Evaluate practitioner-focused issues, including recent court cases impacting tax practice and evolving IRS procedures.
• Key legislative and inflationary updates, including provisions of the 2025 federal tax legislation effective in 2026 for individuals and businesses.
• Developments in retirement and employee benefits, estate and gift tax, digital assets, and disaster relief.
• Planning for 2026 and beyond.
• Practitioner issues, including changes to IRS procedures and the use of artificial intelligence (AI).
• Specialized areas of tax practice, including syndicated conservation easements and SECA tax for limited partners.
Tax professionals with a general understanding of individual and business taxation who are involved in preparation or review of tax returns or providing tax planning advice to individuals or businesses.