2026 Individual Tax Update - Arthur Werner

Featuring Comprehensive Coverage of All Updates & Clarifications to OBBBA Plus Everything You Need to Know for 2026 Form 1040
(Full-Day or 2 Half-Days)

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur Werner, JD

DATE: Any Day or 2 Half-days Monday November 23, 2026 or Monday December 7, 2026 or 12/14-17 or 12/20-31 or Tuesday January 5, 2027 or 1/18-21 or 2/8-11

TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern 8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up

Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.

LOCATION: All New (Fall 2026) Pre-Recorded Webinar With Live Q&A

MEET THE IRS TAXPAYER ADVOCATE AT THE LIVE SEMINAR IN LI!

CLICK HERE TO SCHEDULE A 30 MINUTE

SESSION WITH THE TAXPAYER ADVOCATE

IMPORTANT: There have been many new 2026 clarifications & updates to OBBBA and this course will focus on tax planning and strategies in this environment.

This seminar incorporates everything you need to know to prepare your 2026 Federal income tax returns with emphasis on individual taxation. The instructor will highlight all new tax laws and changes for 2026. The latest tax cases and IRS rulings will be discussed. Clearly - your entire staff must attend this seminar.

Hear what attendees have to say about Art Werner's seminars:

"Excellent Presentation, full of details and made it interesting, well done!" - George M.

"Art Werner is able to correspond course material to real-world examples, and that makes his courses really shine." - Dave K.

"Extremely well presented and informative." - Jane J.

"Art Werner is another great instructor at ACE, whose war stories and ability to relate abstruse concepts to his audience are par excellence." - Stuart E. L.

Topics & Learning Objectives Include:

  • AI in the Tax Practice
  • The 2026 Tax Environment - including 2026 Tax Rates
  • 2026 Changes Made by OBBBA:
    • New 2026 Charitable Deduction Rules for both itemizers and non-itemizers; the 4 new OBBBA deductions From AGI
    • New 2026 SALT Limitation; Itemized deduction limitation and New 90% Gambling Loss limitation. 
    • Trump Accounts
  • Other Federal Tax Developments - Digital assets; Auto Mileage Rate Increase for last 6 months of 2026; New HSA limits; New Social Security Base for 2026 and 2027
  • Status Issues - including when to file specific tax returns
  • Income and Deduction Issues
  • 2026 Cases, Regulations, and Guidance - Rulings on expense records; Profit motive in software development; software carrybacks
  • Estate and Gift Tax Issues - Including basic exclusions for 2026; Trust gifts; Portability
  • Handling Filing Problems - How to handle specific IRS issues including extensions, IRS acceptance and Rejections
  • Final Review Checklist
  • Conclusion and Busy Season Action Plan
  • NEW TAX STRATEGIES & PLANNING HEARD NOWHERE ELSE
  • All of the latest tax developments including cases, regs, IRS rulings and procedures will also be covered along with valuable planning suggestions for clients’ current 2026 tax year
  • And Much More...

Arthur Werner is one of the most knowledgeable tax lecturers in the nation. He has the ability to simplify the most complex tax rules. Bring in all your tax questions and get a CORRECT answer.

  • Program Level: Overview
  • Prerequisites: Basic Knowledge of Individual Taxation
  • Advance Preparation: None Required
$350.00 $285.00
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