Everything you need for $99!
This 21-credit PDF self-study series gives tax professionals a flexible way to earn federal tax CPE while reviewing the top issues shaping 2026 at the lowest price ever offered: $99!
Download the materials, study at your own pace, and complete both modules without waiting for a live webinar. The series brings together timely federal tax updates after the One Big, Beautiful Bill Act (OBBBA), pass-through entity guidance, PTET reporting, and real estate tax planning in one deadline-friendly package.
Start with the federal tax updates practitioners need for 2026. Module 1 covers major tax developments, including the One Big Beautiful Bill Act, TCJA-related changes, S corporation and partnership updates, and residential clean energy and clean vehicle credits.
Best for tax professionals who want a focused update on recent legislation, entity developments, and credit changes affecting 2026 planning and return preparation.
Go deeper on pass-through entities, PTET, and real estate tax planning. Module 2 covers S corporation shareholder basis and Form 7203, partnership basis, PTET elections and reporting, and planning strategies for real estate transactions.
Best for practitioners who need practical guidance on basis, pass-through reporting, depreciation, passive activity rules, vacation rentals, like-kind exchanges, and real estate sales
Total: 2 courses (21 CPE hours)
Instructors
Annette Nellen
Annette Nellen, CPA, CGMA, Esq., is a professor at San Jose State University. Her courses include tax research, taxation of property transactions, taxation for accounting majors, and financial accounting.
Annette chairs the AICPA Digital Asset Tax Task Force and is a member of the AICPA SALT Committee. She formerly served on the AICPA Tax Executive Committee, including 2 ½ years as chair. In 2023 she was appointed to the IRS Advisory Council (IRSAC) and served as the IRSAC chair for 2024 and was reappointed for a 4th year. Annette is the recipient of the 2013 Arthur J. Dixon Memorial Award given by the Tax Division of the AICPA, the highest award given by the accounting profession in the area of taxation. In June 2023, she was awarded the Sid Kess Award for Excellence in Continuing Education. She is the recipient of the 2026 CalCPA Distinguished Service Award. Annette was named one of the Top 100 Most Influential People in Accounting for 2024 and 2025 by Accounting Today.
Annette is a regular contributor to Tax Notes State, and is the author of Bloomberg Tax Portfolio #533, Amortization of Intangibles. She is co-author and co-editor of four tax textbooks from Cengage. Annette has testified before the House Ways & Means Committee, Senate Finance Committee, California Assembly Revenue & Taxation Committee, and tax reform commissions and committees on various aspects of federal and state tax reform. She maintains the 21st Century Taxation website and blog (www.21stcenturytaxation.com). Prior to joining SJSU in 1990, Annette was with EY and the IRS.
Jane Ryder
Jane Ryder, EA, CPA, is a nationwide professional educator.
She writes and speaks on many income tax, business compliance, accounting, and tax representation topics.
Jane has been providing tax preparation, accounting services, and tax collection resolution services since 1980.
She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, Inc., and consults with colleagues on tax matters, audits, and business planning.
Mark Luscombe
Mark A. Luscombe, J.D., LL.M., CPA is Principal Analyst for Wolters Kluwer Tax & Accounting, the leading provider of tax law information to business professionals since 1913. Luscombe is the senior tax expert on the editorial and analyst staff, and is a key member of the Tax Legislation team that tracks, reports and analyzes tax legislation before Congress.
Mark is the Chair of the Current Developments Subcommittee of the Partnership Committee, American Bar Association Tax Section, and regularly speaks on a wide range of tax topics. In addition, Luscombe co-authors a monthly tax column for the respected professional publication, Accounting Today, and authors a monthly column for Taxes magazine. Prior to joining Wolters Kluwer, he was in private practice for nearly twenty years with Chicago-area law firms where he specialized in taxation. He received his B.S. degree in Accountancy from the University of Illinois, J.D. from the University of Michigan, and his LL.M in tax from DePaul University in Chicago.
Greg White
Greg White, CPA, taught for 14 years as an adjunct professor for Golden Gate University. He’s admitted to practice before the United States Tax Court. He is a founder and shareholder, in WGN PS in Seattle, WA. He has been named a Top 50 IRS Representation Practitioner in the U.S. by CPA Magazine and has taught for a number of professional organizations. Greg enjoys the technical side of tax, but also likes to have fun in class.