Federal Tax Update: Individuals (Form 1040)
Wednesday, Dec. 16, 2026
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical)
Course code: 26SR-0017
View pricing
Get up to speed fast with a focused update on the latest federal developments impacting Form 1040. Explore newly enacted legislation, fresh IRS guidance and key planning opportunities that can make a real difference for your clients. You’ll also uncover what’s new in major schedules and forms as well as the common filing season pitfalls that trip up even experienced preparers.
Major subjects
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Comprehensive review of individual income tax laws with emphasis on new legislative changes.
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Income tax provisions related to business activities including qualified business income (QBI), Section 461(l) business loss limitations and depreciation.
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Tax rates and calculations, including Income tax rates, capital gain rates, self-employment tax, alternative minimum tax (AMT) and 3.8% net investment income tax.
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Individual filing provisions, including filing status, exemptions, itemized deductions, income exclusions and adjustments, rental and passive activity rules and credits such as the child and dependent care credits.
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IRAs and required minimum distribution (RMD) regulations.
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Updates to Form 1040 and related schedules.
Learning objectives
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Understand major Federal income tax laws impacting individuals.
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Identify and comprehend newly enacted legislation and IRS guidance affecting individual returns.
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Recognize changes in forms, schedules and planning opportunities.
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Apply new rules to filing and planning situations for individual clients.
Who should take this program?
- Tax accountants in public or private practice in need of a federal individual income tax update course.
Pricing
Early Bird Member Fee
(through 11/13/2026) |
$375.00
|
 Early Bird Nonmember Fee
(through 11/13/2026) |
$475.00
|
|
Standard Member Fee |
$425.00
|
|
Standard Nonmember Fee |
$525.00
|
MNCPA members save $100.00. Become a member.
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$475.00
(Early Bird Nonmember Fee).
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Instructor
Pat Garverick, CPA, MT, CFP
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (8.0)
Level
Update
Format
Group Internet Based
Sponsor
NASBA ID#: 139884
Prerequisites
Prereq.
Background in individual income tax law.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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