2026 Post-Tax Season Update and Review
Available now
Price: $284.00
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.
- Post-Season Issue Review — Review this season’s emerging tax issues and how to address them on extended or amended returns
- New Deductions, New Headaches: Qualified Tips and Overtime — Understand the mechanics, limitations, and planning opportunities, including which additional occupations qualify for the tips deduction
- Trump Accounts — Prepare for May IRS information mailings and July account rollouts, to help clients maximize these benefits
- Self-Employment Tax Bombshell — Navigate the January 2025 Tax Court decision reshaping SE tax for limited partners and what it means for your partnership clients
- Partnership Updates — Understand the K-1 reporting changes
- Section 174 Elections — Explore planning strategies and election options to help clients navigate capitalization requirements
- Qualified Opportunity Zones — Master key OBBBA changes and prepare clients who will recognize gain at the end of 2026
- Student Loan Forgiveness Tax Trap — Prepare for potential tax increases when forgiveness triggers taxable income and plan accordingly
- Premium Tax Credit Clawbacks — Understand tightening eligibility rules and increased repayment exposure so clients can plan ahead
- Cryptocurrency Taxation — Master the tax treatment across the various types of cryptocurrencies
- Tariff Refunds — Learn the tax implications and planning considerations
- Alternative Minimum Tax (AMT) — Prepare clients for its return and potential impact
- Rental Property Deductions — Master depreciation and expense strategies for residential rental properties
- Electronic Payment Mandate — Prepare clients for new compliance requirements
- Legislative Updates — Get updated on potential tax legislation
- OBBBA Conformity — Understand California’s nonconformity to these provisions and the impact on your clients
- California Alimony Rules — Understand the state’s treatment compared to federal law
- Passthrough Entity Tax (PTE) — Be ready for California’s changes and planning implications
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 |
| CFP® Professionals | 8 Hours |
Course level: Intermediate
General tax preparation knowledge is required.
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.
