Top Individual Tax Planning Strategies (X1-ITPS-2026-01-WEBNR-362-01)

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Monday, December 28, 2026 Live Webcast

10:00 AM - 12:00 PM EST

Vendor Platform

2 CPE Credits in TX

Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers.

DESIGNED FOR

Accounting and finance professionals who need to know about tax planning opportunities for 2025 and later

BENEFITS

Advise individual clients on tax changes and planning opportunities associated with those changes in 2026 and after

HIGHLIGHTS

Extension and enhancement of reduced rates and the standard deduction
The temporary senior deduction
Extension and enhancement of increased Child Tax Credit
Extension and enhancement of increased estate and gift tax exemption amounts
Contributions to ABLE accounts and benefitting from the Saver’s Credit
Increased SALT deduction
Deduction for car loan interest
Using Trump Accounts
Extension and enhancement of paid family and medical leave credit
Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit
Tax credit for contributions of individuals to scholarship granting organizations
Additional expenses treated as qualified higher education expenses for purposes of 529 accounts
Individual charitable contributions
Health savings account related tax changes

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Qualifies for IRS credit

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

Ph.D., JD, CPA

Professional Education Network

Read bio

PRICING

$89.00 - Member

$289.00 - Nonmember

Note: Online pre-registration will close on December 28 at 9:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

Surgent

AREAS OF INTEREST

ALSO QUALIFIES FOR

IRS (EA)

Top Individual Tax Planning Strategies (X1-ITPS-2026-01-WEBNR-362-01)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

ADDITIONAL NOTES

SESSIONS

INSTRUCTOR

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

ALSO QUALIFIES FOR

Data Alerts

Top Individual Tax Planning Strategies (X1-ITPS-2026-01-WEBNR-362-01)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

ADDITIONAL NOTES

SESSIONS

INSTRUCTOR

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

ALSO QUALIFIES FOR

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