We've got you covered! Every year, there are several significant tax developments warranting a deeper dive than allowed in the 8-hour update courses. This session will recap any last-minute changes and address the most common questions that came up during the tour. We'll cover various topics in greater detail, allowing you to be certain of the requirements of various tax forms, their calculations, related compliance and planning matters and expected further guidance. Please join us for a "deeper dive" into specialty and hot topics not covered in detail in the 8-hour courses.
Learning Objectives
• Recognize compliance and planning details for significant 2025 tax developments that will affect the 2026 filing season.
• Determine calculations and compliance for specialty forms.
• Understand additional topics not covered in the 8-hour program.
Major Topics
• Tax Policy Outlook for 2026: proposals, possible revenue offsets, legislative challenges, administrative changes
• How to help clients understand timeframes and possible changes
• SECURE Act 1.0 and 2.0 Deep Dive
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