Getting Ready for Busy Season: Review Individual Tax Form Changes

Overview

Getting ready for busy season involves not only knowing the tax rules for 2026 but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2026 tax returns. This course provides preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2026 and IRS filing issues and deadlines as they relate to 2026.

Highlights

• Major 2026 tax form changes as they relate to individual taxpayers • How 2026 tax developments impact 2026 tax forms

Prerequisites

Basic familiarity with tax rules relating to individual and pass-through entity taxation

Designed For

Any practitioner preparing or reviewing income tax returns for 2026

Objectives

• Understand how new tax developments impact 2025 tax forms • Note changes in 2026 tax forms from the 2025 versions of the same forms

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

John Kilroy, Surgent McCoy CPE, LLC

Leader Bios

John Kilroy, Surgent McCoy CPE, LLC

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

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