Description
Objective
Upon completion of this course, participants will be able to: * Identify significant federal tax law changes impacting 2026 individual income tax return preparation. * Analyze inflation-adjusted provisions affecting rates, deductions, exemptions and credits. * Evaluate changes to key individual tax credits, deductions and phaseout rules. * Recognize emerging IRS enforcement initiatives and audit focus areas. * Apply planning strategies for income timing, deductions and credit optimization. * Assess reporting requirements for digital assets and information returns. * 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.
Advanced Preparation
At least one tax season
Required Knowledge
At least one tax season
Who Should Attend
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.
Credit Types
- CPE – Taxes
Event Speaker(s)
- CFP
- CLE
- Enrolled Agent
Registration Fees
| Registration | Type | Price |
|---|---|---|
| F0000226: Registration – Member – Early Bird | Mem - EB | $305 |
| F0000226: Registration – Non-Member – Early Bird | NM - EB | $505 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.