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Virtual Tax Season Updates Online Workshop

Join NATP’s Virtual Tax Season Updates for a focused, three-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.

Topics include

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 includes

  • Three days of education

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

  • E-book with a print textbook add-on option

  • Recordings of the event to re-watch and 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.

Select your dates

Oct. 27-29, 2026

Register

Nov. 17-19, 2026

Register

Dec. 15-17, 2026

Register

These sessions are also available on demand:

Reasons tax pros choose our online tax update workshop

  • Get live instruction 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 in real time through interactive Q&A sessions and get answers from experts who know the field

  • Connect with peers in a nationwide network of tax pros using integrated chat for knowledge-sharing

  • Save time with a flexible, convenient online format

Benefit for Premium members

Enjoy the added perk of accessing our virtual events for free, a bonus included exclusively for Premium level members.

2025 Virtual Tax Season Update was informative and helpful in preparing me for TS2025. The instructors and platform are a step above other professional CE courses I take.

Nancy White