Individual Tax Update: Key Considerations for 2026
Online
8.00 Credits
Member Price $250.00
Non-Member Price $300.00
Overview
Gear up for tax season with Steve Dilley's annual individual tax update! This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of OBBBA 2025 and other recent legislation.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
Objectives
- Identify and recall key compliance issues and significant changes in tax forms
- Implement practice strategies based on recent individual taxpayer developments when preparing for the upcoming tax season
- Identify planning strategies and potential pitfalls
Highlights
- Individual tax provisions compared for 2025 and 2026 reporting
- Recent legislative developments, cases and rulings impacting individual taxpayers
- ACA premium tax credit
- Passive activities - complete disposition
- 2027 inflation rates
- FBAR update
- Virtual currency and enforcement
- Property transactions
- Gross income and deductions
Designed For
CPAs in public practice and members in industry seeking an individual tax update
Prerequisites
Basic working knowledge of individual taxation
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Steven Dilley, CPA, J.D., PhD, Federal Tax Workshops
Steve is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 33 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics.
In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting. He received the 2005 "Distinguished Achievement in Accounting Education Award" in Michigan. He also received the 2007 "MSU Accounting and Information Systems Department Outstanding Teacher Award."
He obtained his Ph.D. in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.
Non-Member Price $300.00
Member Price $250.00