New tax laws (including the One Big Beautiful Bill Act), new cases, IRS guidance, and inflation-driven cost-of-living increases in numerous tax rules present planning opportunities for your clients for 2026 returns. Your guidance is needed to help clients navigate the new tax landscape now and get ready for upcoming tax changes in 2027. This one-hour CPE course presented by experienced practitioners and instructor Barbara Weltman, J.D., will provide an update on critical year-end tax steps for businesses.
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Who Should Attend
Return preparers, tax planners, and taxpayers desiring to keep up with late breaking tax developments.
Topics Covered
- What’s new on 2026 returns
- Special actions in light of changes in the One Big Beautiful Bill Act effective in 2026
- Tax rule changes from prior legislation effective for 2026
- Last-minute tax actions
- Law changes and proposed changes for 2027
Learning Objectives
- Identify the latest developments in federal taxation for businesses
- Recognize and apply recent developments to year-end tax planning
- Identify open tax questions and what to do now
- Recognize strategies for businesses to minimize their tax bill
- Prepare for tax changes in 2027
Level
Update
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
A basic understanding of tax preparation.
Advance Preparation
None
Instructor
Barbara Weltman
Barbara Weltman, JD, has written extensively on a wide variety of tax, small business, and financial planning matters for both professionals and the general public. The Wall Street Journal called her “the guru of small business taxes.” She is the author of a number of self-study programs for CCH. She is publisher of Big Ideas for Small Business® and Idea of the Day® found at www.BigIdeasForSmallBusiness.com and is a guest blogger for the SCORE and many other sites. Ms. Weltman is a graduate of Brooklyn Law School.