2026 program agenda
Fall and Year-End Seminar Agenda
Review the proposed topic lineup, session lengths, breaks, lunch period, ethics allocation, and closing Ask the Expert segment for both eight-credit virtual seminars.
- 8
- CPE / IRS CE credits
- 450
- instructional minutes
- 2
- seminar programs
At a glance
What to know
- Each seminar contains 450 instructional minutes for 8 CPE / IRS CE credits.
- Eastern Time is authoritative; the agenda automatically displays the equivalent times in each attendee's browser time zone.
- Final presenter assignments and state-specific approvals remain available on the seminar detail pages.
2026 Fall Topical Update
A practical late-year program covering individual, business, retirement, digital-asset, estate, gift, charitable, ethics, and IRS operations topics.
| Session | Your Time (ET) | Minutes | Focus |
|---|---|---|---|
| Section 1 - Individual Tax Changes Under OBBB & 2026 Adjustments | 9:00–10:15 a.m. ET | 75 | Individual provisions, 2026 adjustments, planning impact, and practical application. |
| Section 2 - Required Minimum Distributions, Inherited Accounts & Penalty Relief | 10:15–11:30 a.m. ET | 75 | SECURE 2.0, inherited accounts, Roth treatment, penalty relief, and client communication. |
| Break | 11:30–11:45 a.m. ET | 15 | Scheduled break. |
| Section 3 - Business Tax Planning After OBBB | 11:45 a.m.–1:00 p.m. ET | 75 | Depreciation, Section 163(j), closely held entities, and late-year planning. |
| Lunch | 1:00–1:30 p.m. ET | 30 | Scheduled lunch break. |
| Section 4 - Digital Assets & Information Reporting | 1:30–2:30 p.m. ET | 60 | Form 1099-DA, documentation limits, basis tracking, and incomplete client records. |
| Section 5 - Estate, Gift & Charitable Planning Updates | 2:30–3:45 p.m. ET | 75 | Form 709, portability, charitable strategies, and estate-tax planning. |
| Break | 3:45–4:00 p.m. ET | 15 | Scheduled break. |
| Section 6 - Ethics, Circular 230 & Due Diligence | 4:00–5:00 p.m. ET | 60 | Circular 230, Form 8867, preparer responsibility, data security, and enforcement. |
| Section 7 - IRS Online Tools, IP PINs & Practice Operations | 5:00–5:30 p.m. ET | 30 | Online Account, Tax Pro Account, IP PINs, payment plans, and Ask the Expert. |
2026 Year-End Federal Tax Update
A filing-season readiness program covering final federal developments, advanced transfer-tax reporting, business returns, information reporting, IRS procedure, ethics, and operational updates.
| Session | Your Time (ET) | Minutes | Focus |
|---|---|---|---|
| Section 1 - 2026 Federal Tax Law Developments & Filing Implications | 9:00–10:15 a.m. ET | 75 | Enacted law, late-year IRS guidance, judicial developments, reporting, and compliance risk. |
| Section 2 - Advanced Estate, Gift & Trust Reporting Considerations | 10:15–11:30 a.m. ET | 75 | Form 709, portability, trust reporting, lifetime transfers, and documentation. |
| Break | 11:30–11:45 a.m. ET | 15 | Scheduled break. |
| Section 3 - Business Return Preparation: Depreciation, Basis & Compliance Risk Areas | 11:45 a.m.–1:00 p.m. ET | 75 | S corporation and partnership basis, depreciation, common errors, and audit readiness. |
| Lunch | 1:00–1:30 p.m. ET | 30 | Scheduled lunch break. |
| Section 4 - Information Return Reporting, Withholding & Common Filing Errors | 1:30–2:30 p.m. ET | 60 | Forms 1099 and W-2, backup withholding, reconciliation, corrections, and matching notices. |
| Section 5 - IRS Procedures, Enforcement Activity & Representation Considerations | 2:30–3:45 p.m. ET | 75 | Online tools, transcripts, collection, audit trends, notices, and representation. |
| Break | 3:45–4:00 p.m. ET | 15 | Scheduled break. |
| Section 6 - Ethics | 4:00–5:00 p.m. ET | 60 | Repeat of the Fall ethics program covering Circular 230, due diligence, disclosure, and conduct. |
| Section 7 - Filing Season Readiness, Procedural Updates & Ask the Expert | 5:00–5:30 p.m. ET | 30 | Forms, filing processes, electronic submissions, common issues, and participant questions. |
Before registering
Review the individual seminar detail page for the date, presenter team, program numbers, credit allocation, CFP or state CLE approvals, technology requirements, and registration availability.
- Choose one Fall or Year-End date for each purchased program.
- Use group registration when three or more attendees are enrolling.
- Attendance, polling, and participation requirements apply to every individual attendee.
Frequently asked questions
Questions about this page
Does the agenda include breaks and lunch?
Yes. The published 450 instructional minutes exclude two 15-minute breaks and a 30-minute lunch period.
Is the ethics hour included in the eight credits?
Yes. The seminar agenda includes one hour of ethics within the eight-credit program.
Can the agenda change?
Topics, timing, presenters, or emphasis may be adjusted for new legislation, IRS guidance, operational needs, or presenter availability. The current published agenda is authoritative.
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