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Overview

8.0 Credits
ONLINE

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.

Objectives

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.

 

Major Topics

  • 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.

Prerequisite

At least one tax season

Advanced Preparation

None

Sessions

Please select the appropriate session or option below to continue with your online purchase

Tuesday, December 15, 2026

General Sessions
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