1040 Individual Tax Update, Dec 8-11, 2026, 1-430p Eastern

Presenting 16 hours of the latest tax law information, we will cover

• New Developments (New Legislation, Application of OBBBA)
• Ind. Taxpayer Issues (Reverse Mortgage, Charitable giving, Capital Gain Strategies)
• Rulings and Cases
• Ethics – Navigating Client Misconduct
• Small Business Issues (Employee Tax Issues, EBL & NOL)
• IRS Update (Managing client penalties, MATH Act)
• Military & First Responder Issues
• S Corp Operation
• Related-Party Issues
• Trusts & Estates
• Equity Compensation
Updates will feature latest guidelines on One Big Beautiful Bill Act

IRS Provider #0FY01 & NASBA Sponsor ID #103026

Program Details
Learning Objectives: Upon completing this event, participants will:
• Use the latest tax law concepts and strategies relevant to the preparation of 2026 individual and business tax returns including examples and real-world scenarios.
• Provide clients with information about tax planning strategies.

Delivery Method: Group-Live

Program Knowledge Level: Intermediate

Prerequisite(s): At least two years of professional experience with tax return preparation, along with knowledge of basic tax law, rules, and regulations.

Advanced Preparation: None

Materials: A printed copy of the Federal Tax Workbook (FTW) will be distributed at in-person events. The digital version of the FTW, PowerPoint presentation handouts, and other updated guidance will be accessible through our website to all paid attendees. Additional copies of the printed copy of the FTW can be purchased by email to admin@ptitax.com.

Complaint resolution policy: Complaints regarding registered sponsors may be submitted to the following:
• National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Sponsor Number: 103026,
• Return Preparer Office Continuing Education via email rpo.ce@irs.gov Provider number: OFY01,
• Professional Tax Institutes, Inc. through our website: https://ptitax.com/contact/get-in-touch/