Outlook for Tax Policy and Reform in 2027
Date: Wednesday, December 30, 2026
Instructor: Annette Nellen
| Begin Time: |
9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Law Updates for EAs and OTRPs
2 hours Federal Tax Updates for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Tax policy in 2027 will be shaped by new legislative priorities, an evolving economic environment, and the ongoing implementation or revision of temporary provisions under the OBBBA. This course provides a forward‑looking, practitioner‑focused analysis of the tax reform landscape facing the new Administration and the 120th Congress. Participants will gain clarity on key policy principles, major reform proposals expected to resurface, and the fiscal and political forces that influence tax legislation.
The program also explores the role of state and local governments, distributional and revenue considerations, and strategies for helping employers and clients prepare for possible changes. Attendees will leave equipped with actionable insights to navigate uncertainty and advise effectively during a period of heightened policy activity.
Who Should Attend
This course is designed for tax professionals who need forward‑looking insight into federal tax policy developments and their practical impact.
Topics Covered
- Overview of good tax policy principles and their relevance to 2027 reform discussions
- Key tax proposals from the 119th Congress and prior Administration that may re‑emerge
- Interaction between potential reforms and temporary provisions of the OBBBA
- Fiscal, economic, and political forces affecting legislative timing and outcomes
- Expected tax‑related priorities for the 120th Congress, including oversight and regulatory actions
- Practical approaches to helping organizations anticipate and prepare for possible tax changes
Learning Objectives
- Apply principles of sound tax policy to evaluate potential reform proposals
- Describe leading legislative priorities of the new Administration and the 120th Congress, including issues surrounding temporary OBBBA provisions
- Analyze economic, fiscal, and political factors—including deficits, national debt, and interest rates—that influence the timing and scope of tax reform
- Assess how state and local government interests may shape federal tax legislation
- Communicate potential upcoming tax changes to employers or clients in a clear, proactive manner
Level
Update
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic understanding of tax preparation and policies
Advance Preparation
None
