Major legislative changes and recurring compliance challenges make preparation essential for the 2026 filing season. In this workshop, you'll get a comprehensive review of the latest developments affecting individual taxpayers, along with practical planning strategies and real-world examples. The program covers new law changes as well as common problem areas practitioners face each year. You’ll leave with clear guidance, actionable planning ideas, and greater confidence as you head into tax season.
Upon completion of this course, participants will be able to:
1. Identify significant federal tax law changes impacting 2026 individual income tax return preparation.
2. Analyze inflation-adjusted provisions affecting rates, deductions, exemptions and credits.
3. Evaluate changes to key individual tax credits, deductions and phaseout rules.
4. Recognize emerging IRS enforcement initiatives and audit focus areas.
5. Apply planning strategies for income timing, deductions and credit optimization.
6. Assess reporting requirements for digital assets and information returns.
7. Integrate recent legislative and regulatory guidance into practical client planning.
• Legislative and inflation updates.
• Key credits and deductions.
• Retirement and investment planning.
• SALT and high-income taxpayer planning.
• Energy and clean credit developments.
• Digital assets and information reporting.
• Health care and fringe benefits.
• IRS enforcement and compliance trends.
• Proactive tax planning strategies.
CPAs and tax professionals with a general understanding of individual and business taxation involved in preparation or review of tax returns or providing tax planning advice to individuals or businesses.