Description

Getting ready for busy season involves not only knowing the tax rules for 2026 but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2026 tax returns. This course provides preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2026 and IRS filing issues and deadlines as they relate to 2026.

Instructor: Mike Tucker, Ph.D., LL.M., J.D., CPA

Target Audience

Any practitioner preparing or reviewing income tax returns for 2026

Course Objectives

Understand how new tax developments impact 2025 tax forms

Note changes in 2026 tax forms from the 2025 versions of the same forms

Subjects

Major 2026 tax form changes as they relate to individual taxpayers

How 2026 tax developments impact 2026 tax forms

Prerequisites

Basic familiarity with tax rules relating to individual and pass-through entity taxation