Get ready to tackle the 2027 tax season with confidence! This course is your ultimate tune-up for preparing 2026 returns in 2027. Tax laws and IRS procedures have shifted significantly—are you prepared? We’ll break down the latest legislation, IRS updates, and critical form changes that could impact your clients and your workflow. From OBBBA provisions to green energy credit expirations, this course ensures you’re operating at peak efficiency when tax season hits.
Don’t risk costly mistakes or missed opportunities—join us and stay ahead of the curve. Whether you handle individual or business returns, this program equips you with actionable insights and practical strategies to navigate complex changes with ease.
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN cardTopics Covered
- Impacts of recent legislation on 2026 returns
- Changes to IRS Forms that may reach out to bite you
- Choices, choices, choices re: timing of cost recovery (bonus, §179) and fresh new thought as to implications
- Timing, timing, timing: Employee retention credit interaction with income tax returns
- Inflation adjusted amounts for everything under the sun
- OBBB Act expirations and renewals
- Child-related tax breaks — Follow the bouncing ball
- SALT workaround statutes continue their day in the sun — Sort of
- Treasury’s and IRS’s reaction to it all
- And More
Learning Objectives
- Highlight new information affecting preparation of 2026 returns in 2027
- Specify tax topics affected by the new OBBBA legislation and how they influence compliance
- Analyze how IRS restructuring may affect tax season processes and practitioner responsibilities
- Locate recent tax changes within 2026 tax forms to ensure accurate preparation
- Identify the e-file rejection perfection period for Form 1040
- Identify deductible OBBBA tip and overtime deductions for 2026
Level
Update
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic understanding of federal taxation.
Advance Preparation
None
Instructor
Bradley Burnett
Bradley Burnett, J.D., LL.M., is a practicing tax attorney, licensed in Colorado, with 38 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank, and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program.
Mr. Burnett has delivered more than 3,400 presentations on U.S. tax law throughout all 50 states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 45 CPE courses. Mr. Burnett served as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and taught IRS practice and procedure. He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9. Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for CPA Society annual tax conferences.