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Tax Season Updates Workshops

Join NATP’s Tax Season Updates for a focused, two-day experience covering essential 2026 tax law changes and real-world planning strategies. 

This isn’t entry-level content. It’s a practical, applied review of what matters for 2026 tax returns and client conversations.

Tax professional attending virtual Tax Season Updates class, listening and learning IRS updates and tax law changes

Stay ready for tax season.

Stay current. Stay credible.

Built for experienced tax professionals who want clarity on what’s changing and confidence in how to apply it. You’ll get real-world examples and insights you can immediately apply in your practice to save time and deliver value to your clients.

Find your location

What you'll learn

Get a focused review of key provisions impacting individual and business taxpayers, including updates from OBBBA and critical Schedule A considerations.

We go beyond surface-level changes and concentrate on what requires judgment, interpretation and careful application during return preparation.

What you’ll cover:

  • OBBBA provisions affecting 2026 planning and filings
  • New Trump Account rules, including eligibility, funding and federal contributions
  • HSA changes tied to bronze and catastrophic plans, and direct primary care arrangements
  • Schedule A updates, including:
    • Medical expense deductions and nursing home cost allocation
    • Mortgage interest and insurance treatment
    • State and local tax deduction changes and phase-down rules
    • Section 68 limitations and tax benefit rule considerations

Designed to keep you technically sharp and confident in the decisions that matter.

Tax issues rarely show up in isolation. This session follows a multi-generational family scenario to walk through the decisions tax professionals are increasingly expected to guide their clients through.

You’ll connect planning concepts to the actual filings, elections and timing considerations that impact your clients.

What you’ll cover:

  • Planning for cognitive decline and authority structures
  • Lifetime gifting strategies and documentation requirements
  • Retirement distribution decisions and tax implications
  • Estate administration and survivor planning
  • When and why to file
    • Form 709 for gift reporting and strategy
    • Form 1041 during estate and trust administration
    • Form 706 to preserve portability, even without estate tax liability

Practical insight into complex situations your clients are already bringing to your door.

The workshop will include

  • Your choice of one or two days of education

  • Up to 16 CPE for AFSP, EA, CPA, CRTP, CFP®

  • E-book and print textbook plus downloadable presentation slides  

Register for Tax Season Updates and get January webinar included for tax preparers

Last-minute guidance included

Access to January webinar

Registration includes a January on-demand webinar that covers any last-minute tax updates and guidance released for the upcoming season.

Find your location

Whether you manage a solo practice or lead a team, this workshop helps you stay ahead of tax law changes, meet your CPE needs and better serve your clients.

Search for a location near you

Reasons tax pros choose our in-person tax update workshop

  • Learn from leading tax educators who break down complex topics into clear, actionable steps

  • Understand how OBBBA impacts returns with real-world examples and scenarios you can apply immediately

  • Ask questions and get answers on the spot during interactive Q&A with experienced instructors

  • Build connections with peers through face-to-face networking and shared learning

  • Sharpen your knowledge in a focused environment, free from daily distractions