Stay competitive and confident this season with Tax Season Updates, the go-to workshop for tax preparers who need timely, practical guidance. Our expert-led sessions deliver critical information on the latest IRS updates, regulatory changes and how new laws, including the sweeping One Big Beautiful Bill Act (OBBBA), may impact your clients and your business.
Tax law changes fast, be ready
Stay ahead, stay confident
Built for tax professionals, this training covers expiring provisions, key legislation and IRS priorities that affect 2025 returns filed in 2026. You’ll get real-world examples and insights you can immediately apply in your practice to save time and deliver value to your clients.
Topics include
- Interpret implications and tax planning opportunities of the One Big Beautiful Bill Act (OBBBA)
- Manage payments impacted by changes from the Social Security Fairness Act
- Apply individual updates, including guidance on digital assets and Form 1099-DA
- Advise clients on digital tools and options when interacting with the IRS
- Implement business updates, including how to report ERC refunds and plan for gains deferred through qualified opportunity fund (QOF) investments
- Develop retirement planning strategies, including early savings, Roth conversions and backdoor Roth IRAs
- Evaluate the benefits and pitfalls of hiring family members
- Leverage self-rentals to create effective tax planning opportunities
- Advise clients establishing LLCs on available tax classification options
Reasons tax pros choose this in-person tax update workshop
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Learn from leading tax educators who break down complex topics into clear, actionable steps
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Understand how OBBBA impacts returns with real-world examples and scenarios you can apply immediately
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Ask questions and get answers on the spot during interactive Q&A with experienced instructors
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Build connections with peers through face-to-face networking and shared learning
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Stay informed on digital asset reporting, ERC refunds, QOF investments and LLC tax options
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Sharpen your knowledge in a focused environment, free from daily distractions
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. See the full description and learning objectives.
In-person workshops offer the perfect opportunity for
Enhanced
learning
An immersive educational experience that goes beyond just a screen
Face-to-face interaction
Direct contact with speakers and attendees to ask questions, receive instant feedback and engage in meaningful discussions
Networking possibilities
A way to network with like-minded individuals, build connections and exchange ideas
The workshop will include:
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Two days of education, 8:00 a.m. to 4:30 p.m. local time
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Up to 16 CPE for AFSP, EA, CPA, CRTP, CFP®
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Print textbook, e-book and presentation slides
Last-minute guidance included
Includes January webinar
Registration will include a January on-demand webinar that covers any last-minute tax updates and guidance released for the upcoming season.