Individual Income Tax Update: 2026 Form 1040 and the Big Beautiful Bill
Online
8.00 Credits
Member Price $289.00
Price will increase by $35 after 12/3
Non-Member Price $414.00
Price will increase by $35 after 12/3
Overview
Stay current with the ever-evolving world of individual income taxation in this essential course designed for tax practitioners looking to enhance their expertise. This course provides a thorough review of the complexities surrounding Form 1040 for the 2025 tax year, covering recent changes and updates within the tax code, including provisions under the Big Beautiful Bill (BBB). Content will be updated to reflect any new tax legislation or guidance issued before or during the 2026 filing season. Participants will gain practical knowledge and insights into key tax areas, ensuring they can confidently guide clients through the latest tax regulations, credits, deductions, and compliance requirements. In addition to tax return preparation, the course addresses the latest tax incentives, health-related tax considerations, and strategies to maximize client benefits. Practitioners will be equipped to handle complex income scenarios and navigate new tax relief opportunities. With a focus on the most recent regulatory shifts, this course offers the tools needed for effective tax planning and preparation.
Objectives
- Complete IRS Form 1040 and related schedules accurately using the latest tax law updates
- Apply key provisions from the Big Beautiful Bill (BBB) to individual returns
- Recognize changes to personal credits and deductions, including standard/itemized deductions
- Evaluate adjustments to income and exclusions under the revised code
- Analyze expanded education, retirement, and health-related tax incentives
- Implement strategies for tax-efficient year-end planning
- Interpret IRS guidance and pending changes that may affect 2025 filings
- Advise clients on common audit triggers and compliance concerns
Highlights
- Big Beautiful Bill (BBB) tax reform impacts
- Changes to Form 1040 and related schedules
- Standard vs. itemized deduction planning
- Adjustments to income and exclusions
- Child Tax Credit, EITC, and other individual credits
- Retirement and education-related provisions
- Health care tax changes
- Tax planning for year-end and beyond
- IRS compliance updates and guidance
Designed For
CPAs, EAs, and other tax professionals
Prerequisites
A general understanding of filing IRS Tax Form 1040
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
Arthur Werner, President, Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $414.00
Member Price $289.00