2026 Mid-Year Tax Conference: Federal Section Only
Previous NextCREDITS: 4
CATEGORY: Taxation
SPEAKER: AM: Mark Klein Esq. & Joe Endres.
PM: Arthur Werner, JD
DATE: 6/15-18 or 7/13-16 or 7/29 or 8/10-13 or 8/19 or 9/14-17
TIME: View Anytime Between 9:00 A.M. - 5:00 P.M. Eastern
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!
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:
-
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!
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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