2026 Summer Tax
Available by July 16, 2026
Electronic version only
Price: $284.00 $249.00*
*Discount valid through May 1, 2026.
Plus, enjoy a bonus hour-long on-demand webinar:
Title to be announced
Our Summer Tax Update brings together the topics our customers consistently ask for — so you get the information that’s most relevant to your practice. Stay ahead of key developments with clear explanations and actionable takeaways.
Using AI in your practice
- Learn how to safely integrate AI into your practice to maximize efficiencies
- Understand how to protect your client data and privacy when using AI
- Master the art of using prompts to quickly get the information and AI results you want
S corporation and partnership basis
- Understand how to calculate partnership and S corporation basis
- Discuss the how unreimbursed partner expenses and business interest affect basis
- Dig into basis issues after a final K-1 has been issued, including calculating ending basis when liquidating distributions are issued and how to deduct remaining basis
Stock incentives
- Learn the differences between ISOs, NQSOs, ESPPs, RSUs, and RSAs
- Discuss which AMT adjustments must be made and how to make them
- Understand how to report dispositions from each type of stock incentive plan on an income tax return, with easy-to-understand examples and forms
- Walk through how to decipher W-2 reporting and track the basis adjustments from the W-2 through the 1099-B and onto the income tax return
Estate planning
- Understand why estate planning remains critical for your clients, even with the increased estate tax exclusion
- Learn practical strategies to help your clients protect their assets
- Explore tax and basis planning strategies that create real savings opportunities for your clients
Two easy ways to order:
Call us at (800) 277-2257 or order online!
CPE Hours
| Designation | CPE Hours |
|---|---|
| CPA | 8 Taxes |
| EA | 8 Federal Tax |
| CRTP (CTEC) | 8 Federal Tax |
| Attorney | 6.75 General MCLE/Tax Specialization |
Course level: Intermediate
General tax preparation knowledge is required.
CFP professionals do not receive credit for the on-demand webinar or self-study versions of this course.
Prefer the webinar?
Register for the live webinar or order the on-demand webinar instead.
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund, hassle-free. Guaranteed.
This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; the Certified Financial Planner Board of Standards; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. Spidell Publishing, LLC. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, LLC. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 8 Hour(s) of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Self Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. General tax preparation knowledge is required.
