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Course Detail

1040 Individual Tax - 2026 (Live Online Seminar)  

CATEGORY: Taxation
COURSE ID: T40GV26, VERSION 1.00
Live Online Seminar
16 CPE Credits
Level: Basic

Get ahead for the upcoming tax season with the latest strategies and insights to handle even the most complex individual returns and tackle the increasing complication of resolving issues with the IRS. This essential course prepares you for the evolving tax landscape with expert guidance on recent legislation, case law developments, relevant notices, announcements, revenue rulings, and procedures. Led by experienced practitioners who are actively navigating today’s challenges, you’ll gain practical tips and real-world solutions to work more efficiently and with confidence.

  • The One Big Beautiful Bill Act (OBBBA) is more than a year old, but many of its tax changes did not take effect until 2026. We’ll detail and review those changes with you.
  • Congress has passed new disaster relief legislation. Learn what it means for your clients.
  • The tips and overtime deductions enter their second year. Learn where the information needed for 2026 returns originates.
  • Trump Accounts begin funding in 2026. Explore potential opportunities for your clients.
  • Review new IRS guidance on the vehicle interest deduction.
  • Examine critical court cases and IRS guidance that can help you prepare more accurate returns.

Qualifies for IRS, CFP, and CTEC credit.

IMPORTANT ATTENDANCE INFORMATION
A link to access the Live Online Seminar will be emailed to registrants one week before the seminar, the day before, and the morning of the seminar. You must use the link from this email to log in to the seminar. The email will be sent from LiveTraining-CPEdge@CeriFi.com.

Please verify that your CPEdge account includes the email address where you would like to receive the login instructions.

Refer to the Requirements section below, for more information about system requirements for our webcasting platform.

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Instructors:  
Jennifer Croshal, Rick E. Oelerich, Stan Pollock, Tim Sundstrom
Instructor assignments are fluid and subject to change.
Start Date / Time End Date / Time Price Discount
Nov 12, 2026: 9am CT Nov 13, 2026: 5pm CT $484
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Nov 18, 2026: 9am CT Nov 19, 2026: 5pm CT $484
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Nov 23, 2026: 9am CT Nov 24, 2026: 5pm CT $484
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Dec 7, 2026: 9am CT Dec 8, 2026: 5pm CT $484
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Dec 14, 2026: 9am CT Dec 15, 2026: 5pm CT $484
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Dec 17, 2026: 9am CT Dec 18, 2026: 5pm CT $484
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Jan 5, 2027: 9am CT Jan 6, 2027: 5pm CT $484
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Jan 14, 2027: 9am CT Jan 15, 2027: 5pm CT $484
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Jan 20, 2027: 9am CT Jan 21, 2027: 5pm CT $484
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Jan 28, 2027: 9am CT Jan 29, 2027: 5pm CT $484
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Course outline

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