2026 Individual Federal Tax Update (Half-Day Webinar)

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This update-focused program delivers a comprehensive and practical summary of the most significant federal tax developments affecting individual taxpayers for the 2025 and early 2026 filing seasons. Participants will explore new cases, IRS guidance, cryptocurrency reporting rules, passive activity developments, and key provisions tied to the anticipated extension or sunset of the Tax Cuts and Jobs Act (TCJA).

Designed for busy tax practitioners, this course distills complex changes into clear, actionable insights to help professionals stay current, avoid compliance pitfalls, and provide strategic advice to clients. With real-world examples, case law updates, and IRS practice guidance, attendees will leave better equipped for the rapidly evolving 2025–2026 tax environment.

Who Should Attend
This course is designed for tax professionals who prepare or review individual federal income tax returns or advise clients on year‑round planning.

Topics Covered

• Case law updates.
• New IRS guidance.
• New S corporation and partnership cases.
• Strategies for working effectively with the IRS after 2025 staffing adjustments
• IRS practice updates impacting taxpayer representation and compliance in 2026

Learning Objectives

• Identify key federal tax developments impacting individual taxpayers for the 2025–2026 filing seasons
• Apply updated IRS guidance and new case law
• Interpret IRS procedural updates
• Evaluate new IRS guidance issued in 2026 related to the OBBBA (One Big Beautiful Bill Act)
• Incorporate new strategies for advising clients on compliance, planning, and documentation requirements

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (4 hours)

Program Prerequisites
Some background in Federal tax.

Advance Preparation
None