December 14, 2026

Webcast

AND

In-Person

Colorado Society of CPAs - Galleria Office Towers
720 S. Colorado Blvd, Suite 500N, Glendale, Arapahoe County, Colorado 80246

8 CPE Credits

Tax Year in Review and 2026 Planning (TYRP) - Denver and webcast

December 14, 2026
In Person + Online
8 CPE Credits

Tax Year in Review and 2026 Planning (TYRP) - Denver and webcast

  • View Bio

    Instructor

    Kristina
    Kesselring

    View Bio

    Kristina Kesselring, PhD, CPA

    Bio

    Kristina is a full-time professor at Metropolitan State University of Denver, where she teaches the new generation of accountants about the wonders of taxation. With a PhD from the University of Denver, she conducts research on taxpayer behavior. She obtained her Master of Professional Accountancy degree, emphasizing taxation, at MSU Denver and undergrad at Colorado State University, Pueblo. More than 28 years of public accounting experience in taxation (partnership/corporation/non-profit/individual/estates & trusts), accounting services (payroll/sales tax/monthly accounting services), and consulting (tax planning/estate planning) lend credence to her insight, which spans multiple industries. With a passion for educating taxpayers through the maze of guidance, she hopes to make a lasting impact by sharing her expertise.

The 2026 filing season is the first to unfold entirely under the One Big Beautiful Bill Act (OBBBA), and its changes reach nearly every individual and business return. This full-day update helps practitioners move from hearing about the new rules to commanding them—sorting out which provisions are permanent, which are brand new, and which have already sunset, and pinning down the effective dates that determine how each one lands on a 2026 return. From there, the day turns to Colorado, where the state's decision to decouple from several federal provisions creates addbacks and planning wrinkles that don't exist at the federal level, alongside a shifting sales tax landscape.

Rather than a lecture, the day focuses on doing. Live polling, small-group exercises, and client case studies that follow a single fact pattern from the federal return through to the Colorado return give participants repeated practice applying the new rules before they meet them in January.

Learning Objectives

1. Distinguish OBBBA provisions that were made permanent, newly enacted, or terminated, and apply the correct effective dates to TY2026 returns.

2. Determine client eligibility for the new tips, overtime, senior, and car-loan-interest deductions, and apply the revised SALT cap and updated Child Tax Credit rules.

3. Apply OBBBA business provisions — QBI, bonus depreciation, Sec. 163(j), Sec. 179, and domestic R&E expensing — using TY2026 inflation-adjusted amounts.

4. Calculate the Colorado addback modifications required by the state's decoupling from specific federal provisions for TY2026.

5. Determine Colorado sales tax collection and filing obligations, including home-rule jurisdictions, economic nexus, and the Retail Delivery Fee.

6. Formulate client planning and communication strategies that reflect the federal and Colorado changes for the 2027 filing season.

Major Topics

• 2026 legislative overview and effective-date framework under OBBBA

• Individual income tax changes: new tips, overtime, senior, and car-loan-interest deductions; revised SALT cap; Child Tax Credit

• Business and pass-through provisions: QBI, bonus depreciation, Sec. 163(j), Sec. 179, and domestic R&E expensing

• Information reporting, new credits, and preparer due diligence

• Colorado income tax and federal decoupling addbacks

• Colorado sales tax update: home-rule jurisdictions, economic nexus, and the Retail Delivery Fee

• Client planning for the 2027 filing season

CPE Credits Available

8 CPE Credits
8
Taxes

Colorado Society of CPAs - Galleria Office Towers

720 S. Colorado Blvd, Suite 500N, Glendale, Arapahoe County, Colorado 80246

Get Directions

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Tax
  • State Tax

Prerequisites

General understanding of individual and business federal and state income taxation

Advanced Preparation

None

Intended Audience

CPAs and tax professionals with a general understanding of individual and business taxation who prepare or review tax returns or provide tax planning advice to individuals or businesses.

Provider

Colorado

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