Titans Report: Beyond The Update Individual & Business 25-26

Overview

We’ve got you covered! Every year, there are several significant tax developments warranting a deeper dive than allowed in the 8-hour update courses. This session will recap any last-minute changes and address the most common questions that came up during the tour. We’ll cover various topics in greater detail, allowing you to be certain of the requirements of various tax forms, their calculations, related compliance and planning matters and expected further guidance. Please join us for a “deeper dive” into specialty and hot topics not covered in detail in the 8-hour courses.

Highlights

• Tax Policy Outlook for 2026: proposals, possible revenue offsets, legislative challenges, administrative changes
• How to help clients understand timeframes and possible changes
• SECURE Act 1.0 and 2.0 Deep Dive

Designed For

Anyone who has taken an 8-hour Titans of Tax course this year and wants additional updates.

Objectives

• Recognize compliance and planning details for significant 2025 tax developments that will affect the 2026 filing season.
• Determine calculations and compliance for specialty forms.
• Understand additional topics not covered in the 8-hour program.

Preparation

An 8-hour Titans of Tax webinar is recommended.

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CalCPA (calcpa@calcpa.org). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.