Individual Tax Update: Key Considerations for 2026
8.00 Credits
Member Price $250
Non-Member Price $300
Overview
Gear up for tax season with Steve Dilley's annual individual tax update! This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of OBBBA 2025 and other recent legislation.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
Highlights
- Individual tax provisions compared for 2025 and 2026 reporting
- Recent legislative developments, cases and rulings impacting individual taxpayers
- ACA premium tax credit
- Passive activities - complete disposition
- 2027 inflation rates
- FBAR update
- Virtual currency and enforcement
- Property transactions
- Gross income and deductions
Prerequisites
Basic working knowledge of individual taxation
Designed For
CPAs in public practice and members in industry seeking an individual tax update
Objectives
- Identify and recall key compliance issues and significant changes in tax forms
- Implement practice strategies based on recent individual taxpayer developments when preparing for the upcoming tax season
- Identify planning strategies and potential pitfalls
Preparation
None
Leader(s):
Leader Bios
Steven Dilley, Federal Tax Workshops
Steven C. Dilley, CPA, JD, PhD, is president of Federal Tax Workshops, Inc., located in East Lansing, Michigan. He is nationally known for his knowledge of the financial, accounting and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics. In addition, Steve is a professor of accounting at Michigan State University, where he teaches tax accounting and has recently received two teaching awards. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, the American Accounting Association, AICPA, American Tax Association and Hawaii Association of Public Accountants.
Non-Member Price $300
Member Price $250