Personal Tax Update 2026 (In-Person Seminar)
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Lower Level Conference Center. Registration Required.
Course Description: This course will provide participants with the most current information available regarding the preparation of the 2026 Federal Individual Income Tax returns. With many of the provisions of the One Big Beautiful Bill Act now taking effect, there have been numerous government pronouncements issued these rules. In addition to the OBBBA provisions, we will focus on other cases and rulings that are imperative for you as the preparer to know, as well as guide you as to how you should be directing your clients for the coming years. Participants must have a basic knowledge of Federal personal income tax rules
Learning Objectives:
-Understand key changes affecting 2026 Federal Individual Income Tax returns.
-Identify important OBBBA provisions, IRS guidance, and recent tax rulings affecting individual taxpayers.
-Recognize tax planning opportunities and advise clients on important considerations for 2026 and future years.
Course Level: Intermediate
CPE Credits: 4.0
Field of Study: Tax
Prerequisites: None
Advanced Preparation: None
Course Presenter: Neil D. Katz, J.D., LL.M., C.P.A.
Materials: Course materials will be sent to the registrants e-mail at least 1 business day prior to the course. Material is available in electronic format only.
Delivery Method: Live/In-Person Only
Location: Fairfield Property Conference Room/Lower Level
534 Broadhollow Road, Melville, New York, 11747
Course Fee: $385.00 (Light breakfast and refreshments included)
Please Note: there are a limited number of seats available for this course. If the course becomes sold out, our system will prevent you from being able to purchase a ticket.
Course Description: This course will provide participants with the most current information available regarding the preparation of the 2026 Federal Individual Income Tax returns. With many of the provisions of the One Big Beautiful Bill Act now taking effect, there have been numerous government pronouncements issued these rules. In addition to the OBBBA provisions, we will focus on other cases and rulings that are imperative for you as the preparer to know, as well as guide you as to how you should be directing your clients for the coming years. Participants must have a basic knowledge of Federal personal income tax rules
Learning Objectives:
-Understand key changes affecting 2026 Federal Individual Income Tax returns.
-Identify important OBBBA provisions, IRS guidance, and recent tax rulings affecting individual taxpayers.
-Recognize tax planning opportunities and advise clients on important considerations for 2026 and future years.
Course Level: Intermediate
CPE Credits: 4.0
Field of Study: Tax
Prerequisites: None
Advanced Preparation: None
Course Presenter: Neil D. Katz, J.D., LL.M., C.P.A.
Materials: Course materials will be sent to the registrants e-mail at least 1 business day prior to the course. Material is available in electronic format only.
Delivery Method: Live/In-Person Only
Location: Fairfield Property Conference Room/Lower Level
534 Broadhollow Road, Melville, New York, 11747
Course Fee: $385.00 (Light breakfast and refreshments included)
Please Note: there are a limited number of seats available for this course. If the course becomes sold out, our system will prevent you from being able to purchase a ticket.
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Where is it happening?
534 Broadhollow Rd, Melville, NY 11747-3600, United States
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Host or PublisherKatz Tax Seminars
