Tax laws are constantly evolving due to new legislation, Treasury guidance, and court rulings. Shifts in congressional dynamics and interpretations of recently implemented tax law changes make it essential for practitioners to stay informed and proactive. This quarterly course provides an in-depth review of the most recent legislative, regulatory, and case law developments, offering insight into how these changes impact tax planning and compliance.
This course will not only cover the latest tax updates but also provide practical strategies for adapting to an unpredictable legislative landscape. Attendees will gain actionable insights to ensure they continue delivering accurate, high-quality services to their clients in an ever-changing tax environment.
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2029 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Publication Date: August 2026
Designed For
Attorneys, CPAs, and Enrolled Agents.
Topics Covered
- Recent Tax Law Updates – New legislation, Treasury guidance, and impacts on compliance
- Key Court Cases & IRS Rulings – Significant decisions shaping tax interpretations
- Anticipated Policy Changes – Potential tax shifts due to congressional dynamics
- Navigating Uncertainty – Best practices for compliance in a changing landscape
- Tax Planning Strategies – Adapting to evolving laws and regulations
Learning Objectives
- Identify recent legislative provisions and their impact on clients' estate and financial planning strategies, including potential changes in tax law due to congressional shifts
- Review proposed and finalized tax regulations, weighing their advantages and disadvantages for taxpayers in estate and financial planning
- Explain key revenue rulings and case law decisions, assessing their implications on estate tax, fiduciary income tax, and overall tax compliance
- Recognize how to develop strategic recommendations for clients seeking to minimize tax liability while aligning with their estate and financial planning objectives
- Identify estate and financial planning strategies to navigate tax law uncertainty, ensuring compliance and optimizing tax-saving opportunities in light of legislative and regulatory changes
Level
Update
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
Basic understanding of estate & financial planning.
Advance Preparation
None
Instructor
Klaralee R. Charlton
Klaralee Charlton is a Partner at 3i Law in Denver, Colorado. She practices fiduciary tax, estate administration, and business transactional law. As part of her practice, she guides clients through the process of administering a loved one’s estate including the collection, valuation, management and transfer of assets including financial accounts, real estate, and business interests with a focus on minimizing estate and income tax liability. Klaralee also works closely with trustees of ongoing trusts to ensure compliance and prepares clients’ fiduciary income tax returns annually.
Klaralee has written and lectured on topics including estate and gift tax, fiduciary income tax reporting and U.S. regulations governing the valuation of small family businesses. She is an active member of the Colorado Bar Association, Tax Section and Adjunct Profession at the University of Denver, Graduate Tax Program.
She earned her J.D. in 2011 from the University of Utah, S.J. Quinney College of Law, her LL.M. in Tax Law from the University of Denver in 2013, and her B.A. in political science in 2009 from Bryn Mawr College. She is admitted to practice in both Colorado and Montana.