December 4th, 2026

Location:
Crowne Plaza Ft. Myers Gulf Coast

9931 Interstate Commerce Dr.
Ft. Myers, Florida 33913

(239) 561-1550

2026 Federal Tax Update: Individual

Speaker: Art Werner

Schedule of Event
Sign in: 7:30am – Continental Breakfast Provided
Lecture Starts: 8:00am
Periodic breaks will be provided
Lunch will be provided
Lecture ends at 4:00pm

Course Description – Day 1 Individual

The “One Big Beautiful Bill Act was signed into law July 4th 2025. If you’re looking for a fall 1040 update that includes the latest legislation, you’re in the right place. This session is built to reflect all changes impacting 2026 individual tax returns, including updates to rates, deductions, credits, and planning strategies.
Whether you’re preparing returns, advising clients, or updating internal processes, this course will help you apply the new rules with clarity and confidence. Registrants can expect current, practical guidance tailored to the most significant tax law shift in years—delivered in time for year-end planning.

Learning Objectives:
At the end of this course, you will be able to Prepare Form 1040 based on 2026 tax law changes
1. Identify updated tax rates, brackets, and standard deduction amounts
2. Apply revised rules for key credits, including the Child Tax Credit and EITC
3. Address changes to income inclusion, exclusions, and phaseouts
4. Recognize updates to itemized deductions including SALT and medical expenses
5. Analyze QBI changes and health-related tax rules for individuals
6. Implement effective year-end planning strategies
7. Communicate major changes from the new legislation to clients and team members

To complete this course participants need to: Be present the day of the event

Upon course completion a course evaluation form is provided for your feedback.

CPE Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/

Printed manuals Available for $65.00 or you can order them directly from U of I Tax School at https://taxschool.illinois.edu/workbooks/ for $147.46 + Shipping

December 2026

2026 Ft. Myers – Federal Tax Update: Individual