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Overview

8.0 Credits
ONLINE

Join us for JJ the CPA’s 2026 Federal Tax Update—an engaging and practical course designed to keep tax professionals current on the latest federal tax developments while focusing on how those changes are applied in real-world client situations.

This program covers the most significant recent legislation, including the One Big Beautiful Bill Act (OBBBA), along with newly released IRS forms, instructions, and evolving guidance affecting individual, corporate, and business income taxation. The course emphasizes the key developments impacting current-year return preparation, extended filings, and forward-looking tax planning.

Through a combination of real-world examples, Tax Court case analysis, and practical application, participants will gain insight into both planning opportunities and compliance risks. The program is structured to follow how practitioners actually serve clients—identifying issues, evaluating strategy, and executing returns with clarity and confidence. The course will also cover the growing use of artificial intelligence in tax practice, including its role in workflow, research, and documentation considerations.

Objectives

This course is designed to review major developments in federal income taxation affecting individuals, corporations, and other business entities, with an emphasis on issues having the greatest impact on current-year tax return preparation and planning.

The program will update participants on recent legislation, IRS guidance, and Tax Court developments, while focusing on practical application, planning opportunities, and compliance considerations, including the role of artificial intelligence in modern tax practice.

Major Topics

  • Comprehensive coverage of recent federal tax legislation, including the One Big Beautiful Bill Act (OBBBA)
  • Review of key individual and business provisions, including tip income, overtime considerations, senior deductions, auto loan interest, and SALT modifications
  • New and revised IRS forms, instructions, and reporting requirements impacting 2026 filings
  • Tax Court cases and rulings highlighting compliance risks, audit exposure, and common errors
  • Artificial intelligence in tax practice, including workflow integration, research applications, and considerations for accuracy, documentation, and professional responsibility
  • Identification of affected taxpayers and timing considerations for current-year and extended returns
  • Practical application of tax law through real-world client scenarios
  • Inflation-adjusted amounts, thresholds, and annual tax updates
  • IRS enforcement trends and compliance initiatives
  • Planning strategies for individuals and businesses based on recent legislative and regulatory developments

 

Prerequisite

Experience with individual and business taxation

Advanced Preparation

None

Sessions

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

Tuesday, December 8, 2026

General Sessions
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Course Materials
The course materials include the full PowerPoint presentation used during the seminar, with integrated references and links throughout to relevant IRS forms, instructions, and publications to support real-time application.

In addition, participants will receive access to a structured online resource guide, available during and after the seminar through April 30, 2027, designed to support implementation throughout the filing season and extended return period.

The online resource guide includes:

  • Organized coverage of updated federal tax rules and significant developments impacting the 2026 and 2027 tax years
  • Strategic planning considerations based on current federal law, designed for use in client application following the seminar
  • A series of short video summaries highlighting major tax changes, available as post-course reminders during tax season
  • Example of JJ’s tax practice’s tax return engagement letters for Forms 1040, 1120S, and 1065, available for immediate use in practice
  • Direct access to relevant IRS forms, instructions, and publications for the 2026 tax year, organized for use during return preparation
  • A calendar of key federal tax deadlines and filing due dates to support ongoing compliance throughout the filing season

Printed materials will not be available, but the files will be unlocked so that you can print them on your own if you choose.