WF000126: Federal Tax Update

Online

# of CPE Credits

8

Description

The 2025 tax law introduced significant changes that will affect 2026 tax return preparation. Tax practitioners need practical guidance to help their clients navigate what comes next, which this course will provide.

Designed with sole practitioners and small firms in mind, the course will review the provisions taking effect in 2026 and will also include important IRS guidance and recent court decisions most relevant to you and your clients.

This comprehensive update will focus on the developments you are most likely to encounter in everyday tax practice, including compliance concerns and planning opportunities. With clear explanations, scalable solutions, and practical application, this course will help you stay current, communicate changes confidently, and prepare for the 2027 filing season with a client-focused approach.

Objective

Upon completion of this course, participants will be able to: * Understand and apply the significant federal tax law changes affecting 2026 tax return preparation for individuals and businesses, including sole proprietors, pass-through entities, and closely held businesses. * Recognize and apply rules for new and modified deductions and credits that are most relevant to small and medium-sized clients. * Analyze and apply recent developments and guidance related to retirement planning, employee benefits, digital assets, and other issues frequently encountered in small firms. * Apply practical tax planning strategies in response to current federal tax developments tailored to your clients. * Evaluate practitioner-focused issues affecting sole-practitioners, including recent court cases, evolving IRS procedures, documentation concerns, client communication, and the responsible use of AI in tax practice. * Identify and apply the inflation-adjusted amounts for 2026.

Advanced Preparation

At least one tax season

Required Knowledge

At least one tax season

Who Should Attend

Sole practitioners, small firm staff, and tax professionals with a general understanding of individual and business taxation who are involved in preparation or review of tax returns or providing strategic tax planning advice.

Credit Types

    CPE – Taxes

Event Speaker(s)

Sean O’Connell

Sean O’Connell

Virginia Society of CPAs

Event Level:Update
Event Code:WF000126
External ID:WF000126
Event Vendor:Don Farmer Tax Education
Fields of Study:CPE - Taxes
Other fields:
  • CFP
  • CLE
  • Enrolled Agent

Registration Fees

Registration Type Price
WF000126: Registration – Member Mem $305
WF000126: Registration – Non-Member NM $505
CPE Sponsors LogoThe 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.