Federal Individual & Business Tax Updates
- Event: Live Webinar
- Event Date: September 22, 2026
- Presenter: A.J. Reynolds
- Event Time: 1 pm EST
- Duration: 120 Minutes
Description
Tax laws, IRS guidance, reporting requirements, and compliance expectations continue to evolve—and staying current is essential for tax professionals advising individual and business clients.
Designed for tax professionals with basic knowledge of federal taxation, this 2-hour course examines selected legislative and regulatory developments from the past year, including relevant provisions of the One Big Beautiful Bill Act (OBBBA), recent IRS guidance, changes affecting individual and business taxpayers, and emerging compliance considerations.
Using examples and practical scenarios, the course helps participants understand how current developments may affect their day-to-day tax practice and client conversations. Topics include recent tax legislation and IRS guidance, OBBBA-related developments, responsible use of artificial intelligence in tax practices, protecting taxpayer information while working remotely, Form W-4 changes, Trump Accounts, overtime-related tax considerations, and current tax-planning issues.
The course emphasizes practical application and provides participants with a framework for identifying important federal tax developments and determining when additional research or professional guidance may be appropriate.
Learning Objectives
- Identify significant federal individual and business tax legislation, IRS guidance, and other tax developments issued during the applicable review period.
- Describe selected OBBBA provisions and explain their potential impact on individual and business taxpayers.
- Recognize recent IRS compliance initiatives and guidance that may affect tax return preparation and taxpayer interactions.
- Explain key considerations for the responsible use of artificial intelligence in a tax practice, including appropriate safeguards and professional judgment.
- Identify practices for protecting taxpayer and tax-return information when working remotely or from home.
- Describe relevant changes to the 2026 Form W-4 and identify situations in which those changes may affect employees and employers.
- Explain the basic structure and purpose of Trump Accounts and identify key tax considerations for taxpayers.
- Identify current overtime-related tax developments, including relevant IRS guidance and fact sheets.
- Apply selected federal tax developments to common individual and business tax-planning scenarios.
- Recognize situations requiring additional research, IRS guidance, or consultation with an appropriate tax professional before advising a client.
Who Should Attend
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