2026 Post-Tax Season Update and Review
Available by May 20, 2026
Price: $284.00 $249.00*
*Discount valid through February 27, 2026.
*Discount valid through April 26, 2024.
Review, refine, and prepare yourself to tackle extensions with confidence
Plus, enjoy a bonus hour-long on-demand webinar:
Title to be announced
You’ll benefit from this tax season post‑mortem. Let’s review tax season issues and problems while they’re still fresh in your mind. Maximize your learning and retention, and don’t let too much time go by without sorting through your laundry list of questions that came up while you were filing returns.
- Get updated on potential tax legislation
- Review this season’s emerging tax issues and how to tackle them on your extended or amended returns
- New Deductions, New Headaches: Qualified Tips and Overtime – Understand the mechanics, limitations, and client planning opportunities for these brand-new deductions
- Trump Accounts: Get ready for May’s IRS information mailings to clients who opened Trump accounts for children, plus learn post-filing planning strategies to maximize these benefits
- Self-Employment Tax Bombshell: Navigate the January 2025 Tax Court decision that’s rewriting the rules on SE tax for limited partners and what it means for your partnership clients
- Section 174 Elections: Explore planning strategies and election options to help clients navigate capitalization requirements
- Qualified Opportunity Zones: Master the biggest OBBBA changes, and prepare clients who will recognize gain at the end of 2026
- Student Loan Forgiveness Tax Trap: Prepare clients for potential tax increases when forgiveness events trigger taxable income
- Premium Tax Credit Clawbacks Are Coming: Fewer clients qualify under tightened rules, and more will face unexpected repayment obligations, help them plan ahead
- OBBBA Conformity: Understand what California’s nonconformity to these new provisions means 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 a live webinar or self-study?
Order the live webinar or self-study version instead.
See why Spidell’s 2026 Post-Tax Season Update and Review On-Demand Webinar is your best choice:
- Up to 8 hours of CPE for one attendee. (Additional CPE is not available for this course. All attendees must purchase the webinar in order to receive CPE.)
- Searchable e-version of the PDF manual and PowerPoint slides.
- One person may watch and listen on one computer.
You must have computer speakers to listen to this webinar
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.
