2026 Mid-Year Tax Conference & OBBBA Includes Comprehensive Update of OBBBA Laws & Reg's
(Full-Day or 2 Half-Days)
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(Full-Day or 2 Half-Days)
CREDITS: 8
CATEGORY: Taxation
SPEAKER: AM: Mark Klein Esq. & Joe Endres.
PM: Arthur Werner, JD
DATE: 6/3 or 6/15-18 or 7/13-16 or 7/29 or 8/10-13 or 8/19 or 9/14-17
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 (2026) Pre-Recorded Webinar With Live Q&A
NOTE: There will be an opportunity to receive answers from the instructor in real-time by submitting your questions in the Q&A forum on the webinar page!
Session 1:
This session will feature a detailed New York State tax update by Mark Klein and Joe Endres including the following topics: The effect of OBBBA on State & Local Taxes including new SALT and PTET rules; 2026-2027 NYS Budget including new NY tax deductions and credits; New $5,000 threshold for corporate estimate tax payments; NYS and NYC Tax Enforcement Procedures; Residency Rules explained and highlighted; Nonresident Allocations; NYS Estates and Trusts Update; NYS Withholding Rules Update; Sales and Use Tax Update.
Hear what attendees have to say about Mark Klein & Joe Endres' seminars:
"Mark Klein is always a pleasure to listen to - his mastery of the materials is unparalleled and his real world "war stories" highlight abstruse concepts in action. This entire seminar is a great resource for state and local tax policy." - Stuart L.
"Some the best instructors I've heard in over 35 years of CPE." - Peter Jason R.
"Extremely well presented and informative." - Jane J.
"I admired the knowledge, thoroughness, and experience of all the instructors." - Stephen Z.
Session 2:
The “One Big Beautiful Bill” is the most significant tax law package since the TCJA, and there are plenty of new rules and clarifications in 2026. This session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual, business, and estate taxation. You'll walk away with a clear understanding of the New "Trump Accounts", SECURE Act 2.0 changes, Schedule K-1 Line-by-Line Explanation, No Taxes on Tips and Overtime, and new tax planning for 2026!
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:
Session 1: Mark Klein & Joe Endres
- Effect of OBBBA on State & Local Taxes including new SALT and PTET rules
- 2026-2027 NYS Budget including new NY tax deductions and credits
- New $5,000 threshold for corporate estimate tax payments
- NYS and NYC Tax Enforcement Procedures
- Residency Rules explained and highlighted
- Nonresident Allocations
- NYS Estates and Trusts Update
- NYS Withholding Rules Update
- Sales and Use Tax Update
Session 2: Art Werner - 2026 OBBBA Updates
-
Trump Accounts:
- Eligibility
- Funding
- Rules & Regulations
- Planning Opportunities
- Comparison of Trump Accounts vs 529 Plans
-
SECURE ACT 2.0 (New 2026 & 2025 Effective Changes):
- Increase in RMD Age
- Mandatory Automatic Enrollment
- Contribution Limits
- Student Loans
- Part-Time Employees
- IRC §529 Plan to Roth Rollovers
- Planning Opportunities
- AND MUCH MORE!!
-
Schedule K-1 Issues:
- Overview
- Comparison of S-Corp., Partnership, & Estate/Trusts
- Line-by-Line Analysis
-
OBBBA Tax and Planning Potpourri:
- Tax Rates
- Tax Planning for 2026
- Estate and Gift Tax Planning
- No Tax on Tips (Including New IRS Guidelines)
- AND MUCH MORE!!
- Ask the instructor any Federal tax question you will get an expert answer!
Mark Klein has more than 30 years of experience with New York State and NYC taxation -- and is best known for his public speaking on tax topics.
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.
- Program Level: Overview
- Prerequisites: Basic Knowledge of NY & Federal Taxation
- Advance Preparation: None Required
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