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Overview

8.0 Credits
ONLINE

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.

Objectives

1. 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.
2. Recognize and apply rules for new and modified deductions and credits that are most relevant to small and medium-sized clients.
3. Analyze and apply recent developments and guidance related to retirement planning, employee benefits, digital assets, and other issues frequently encountered in small firms. 
4. Apply practical tax planning strategies in response to current federal tax developments tailored to your clients. 
5. 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.
6. Identify and apply the inflation-adjusted amounts for 2026.

 

Major Topics

•Selected provisions of the 2025 federal tax legislation effective in 2026 affecting individuals and small businesses.
•Compliance considerations for 2026 tax year returns.
•Developments in areas commonly seen in small firms related to retirement and employee benefits, estate and gift tax, digital assets, and other issues.
•Practical tax planning for 2026 and beyond, including strategies sole practitioners can use when advising individuals, families and business owners.
•Practitioner issues for sole practitioners and small firms, including IRS procedure updates, recent court cases impacting tax practice, documentation and due diligence concerns, workflow considerations, and the use of AI.
•Key inflationary updates, including tax brackets, standard deduction amounts, and retirement plan limitations.

Prerequisite

At least one tax season

Advanced Preparation

None

Sessions

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

Thursday, November 5, 2026

General Sessions
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