November 5th & 6th, 2026

Location:
Courtyard by Marriott Houston Katy Mills

25402 Katy Mills Pkwy,

Katy, TX 77494

(281) 665-3189

2026 Federal Tax Update: Individual and Business

Speaker: Shelli Huston

Schedule of Events for Both Days
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

Major Topics:
– Federal tax reform: what passed in 2025/26 and what it changes
– Individual rate changes, bracket shifts, and inflation adjustments
– Revised deductions: standard vs. itemized
– Credit updates: Child Tax Credit, EITC, and other incentives
– Phaseouts and thresholds under the new law
– QBI updates for pass-through income
– ACA-related and health tax provision changes
– Planning strategies for year-end 2026
– Preparer guidance for compliance under the new rules
– Talking to clients about what’s different this filing season
– The no tax on tips rules and W-2 reporting compliance
– The no tax on overtime rules W-2 compliance
– Social Security tax breaks for Senior Citizens 65+

Course Description – Day 2 Business

Major federal tax reform was passed July 4th 2025 in the “One Big Beautiful Act” and this course brings business tax professionals up to speed on those changes as well as the impact on 2026. Designed for fall delivery, this update covers the key provisions of the new law that directly impact business owners, passthrough entities, and self-employed taxpayers. Whether your clients file via S corporations, partnerships, sole proprietorships, or farming operations, this course covers the new rules and what they mean for 2026 filings and 2027 planning.
We’ll walk through entity-level impacts, changes to deductions and credits, and special issues like QBI adjustments, depreciation updates, and business loss limitations. The course also addresses client questions around business structure choices, payroll tax credits, and planning strategies under the new law.

Learning Objectives:
At the end of this course, you will be able to-
• Apply the 2026 federal tax law to business income tax filings
• Identify changes to pass-through taxation, including S Corp and partnership reporting
• Evaluate the updated Qualified Business Income (QBI) deduction rules
• Recognize changes to business loss limitations under Section 461(l)
• Understand the treatment of expenses, depreciation, and business use of property under the new law
• Address compliance requirements for Schedules C, E, and F
• Analyze legislative impacts on small business planning and elections
• Communicate tax reform implications to clients and business owners effectively

Major Topics:
• Key business provisions of the 2026 federal tax law
• QBI deduction changes and phaseouts
• Updated rules for Section 179 and bonus depreciation
• Business loss limitations under Section 461(l)
• Entity-level reporting impacts for S corps and partnerships
• Schedule C, E, and F updates for sole props, rentals, and farms
• Basis, at-risk rules, and passive activity considerations
• Home office and mixed-use property deductions
• Payroll-related credits and employment tax provisions
• Year-end tax planning for small and closely held businesses

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 $85.00 includes shipping or you can order them directly from U of I Tax School at https://taxschool.illinois.edu/workbooks/ for $147.46 + Shipping

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