Federal Tax Update: Individuals (Form 1040)
Tuesday, May 12, 2026
8 a.m.-3:40 p.m. Central
8 CPE (8 technical) | 8 IRS CE
Course code: 26WA-1602
View pricing
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day update course focusing on individual income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season.
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 kori.herrera@acpen.com
Major subjects
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Discuss the most recent individual income tax legislation passed to date
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Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, Section 461(l) business loss limitations, Section 163(j) interest deduction limitations and depreciation.
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Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax)
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Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit)
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Walk through the
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NEW final required minimum distribution (RMD) regulations
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Look at any changes to the Form 1040 and other related schedules and forms
Learning objectives
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Understand the major Federal income tax laws impacting individuals
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Identify and comprehend any newly enacted legislation, changes and IRS guidance affecting individual income tax returns
Who should take this program?
- Tax accountants in public or private practice in need of power-packed one day Federal individual income tax update course. This is a great course to gear up for tax season.
Pricing
|
Standard Member Fee |
$300.00
|
 Standard Nonmember Fee |
$300.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$300.00
(Standard Nonmember Fee).
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to receive member fee.
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#: 107810
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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