2026 Tax Season Update for Individuals with Steve Dilley
4.00 Credits
Member Price $149
Non-Member Price $179
Overview
This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond.
Highlights
- Update and integration of recent tax legislation impacting 2026 individual returns
- Update on significant individual tax developments related to cases and rulings
- Individual tax changes including the earned income credit, child credit, and child and dependent care credit
- Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms
- Crypto reporting update
- 2027 tax rate schedule and other inflation adjusted items
- Passive activity and hobby loss rules changes
Prerequisites
Basic working knowledge of individual taxation
Designed For
CPAs in public practice and industry seeking an update on the latest individual tax developments
Objectives
- Identify and recall key compliance issues
- Implement practice strategies based on recent developments
- Apply changes to Form 1040 and related schedules
Preparation
None
Leader(s):
Leader Bios
Steven Dilley, Federal Tax Workshops
Steven C. Dilley, CPA, JD, PhD, is president of Federal Tax Workshops, Inc., located in East Lansing, Michigan. 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, where he teaches tax accounting and has recently received two teaching awards. 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 $179
Member Price $149