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Friday, August 14, 2026 Live Webcast

Federal Tax Update (X1-BFT4-2026-01-WEBNR-226-01)

9:00 AM - 12:30 PM EDT
webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients.

DESIGNED FOR

Accounting and Finance Professionals who need to know the latest tax law changes in all areas of practice

BENEFITS

  • Understand strategies and techniques to use in light of new legislation
  • Understand the latest enacted tax law changes
  • Understand current cases and rulings affecting your clients

HIGHLIGHTS

  • Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to:
    • TCJA provisions made permanent
    • New Tip Income Deduction
    • New Overtime Pay Deduction
    • New Car Loan Interest Deduction
    • New Temporary Senior Deduction
    • Expanded SALT Cap
    • Trump Accounts
  • Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to:
    • Bonus Depreciation made permanent
    • Increased §179 deduction
    • Changes to §174 R&E Expenditures
    • Changes to §163(j)
    • Form 1099/1099-K changes
  • Qualified Small Business Stock Exclusion 
    • The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities
    • Timely coverage of breaking tax legislation
    • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas


    COURSE LEVEL

    Update

    PREREQUISITES

    Experience with individual and business clients

    ADVANCE PREPARATION

    None

    ADDITIONAL NOTES

    • Qualifies for IRS credit

    INSTRUCTOR

    David Peters

    David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.
    (5.0)

    Read bio

    PRICING

    $149.00 - Member

    $289.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on August 14 at 8:30 AM.

    ADDITIONAL OPTIONS

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    Print a registration form

    COURSE DEVELOPER

    Surgent

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