ACPEN: 2026 Spring Tax Update for Individuals with Steve Dilley

Overview

This comprehensive spring tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025, highlighting new legislation, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond.

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com

Highlights

• Tips, overtime, car loan interest, and senior deduction developments
• Recent legislative developments, cases and rulings impacting individual taxpayers
• Federal Disasters—tax deduction options
• Individual income items, itemized deductions and credits
• Updated tax rate schedule and other inflation adjusted items
• Implications for self-employed taxpayers of various legislation

Prerequisites

Basic working knowledge of individual taxation

Designed For

CPAs in public practice and industry seeking an update on the latest individual tax developments

Objectives

• Apply practical strategies based on recent developments
• Identify and recall key compliance issues
• Identify and recall significant changes in tax forms

Preparation

None