Individual Tax Update: Key Considerations for 2026
Overview
Gear up for tax season with Steve Dilley's annual individual tax update! This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of OBBBA 2025 and other recent legislation.
*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 terri.storer@acpen.com
Highlights
- Individual tax provisions compared for 2025 and 2026 reporting
- Recent legislative developments, cases and rulings impacting individual taxpayers
- ACA premium tax credit
- Passive activities - complete disposition
- 2027 inflation rates
- FBAR update
- Virtual currency and enforcement
- Property transactions
- Gross income and deductions
Prerequisites
Basic working knowledge of individual taxation
Designed For
CPAs in public practice and members in industry seeking an individual tax update
Objectives
- Identify and recall key compliance issues and significant changes in tax forms
- Implement practice strategies based on recent individual taxpayer developments when preparing for the upcoming tax season
- Identify planning strategies and potential pitfalls
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Steven Dilley PhD, Federal Tax Workshops Inc
Steven C. Dilley is a professor at Michigan State University where he teaches tax accounting. He obtained his PhD in accounting from the University of Wisconsin-Madison in 1972. In 1969 he also received a law degree and an undergraduate accounting degree from UW-Madison. He is a member of the Wisconsin Bar Association, the American Bar Association, the Wisconsin Institute of CPAs, the Michigan Association of CPAs, the American Accounting Association, the American Institute of CPAs, the American Taxation Association, and the Hawaii Association of Public Accountants. Steve is the President of the Federal Tax Workshops, Inc. This organization prepares continuing education materials and presents continuing education programs for accountants and attorneys throughout the United States. Steve is nationally known for his knowledge of taxation in general and especially for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on those topics.
Non-Member Price $300.00
Member Price $250.00