2026 Summer California Federal Tax Update
The Update Trusted by Thousands. The Insight You Actually Need.
Get the full 6-credit 2026 Summer Federal Tax Update plus 4 credits of California-specific guidance in one complete 10-credit course. Built for California tax professionals, this Summer Edition covers federal tax changes, OBBBA, California conformity and nonconformity, FTB and OTA developments, residency and sourcing, business tax, payroll, sales and use tax, and property tax issues shaping the 2026 tax year.
Select Team Size
Select Format
What's Included:
- Get all three formats: Webcast, Self-Study, Self-Study Video
- 10 Total Credits
- The Individual Edition (3 Credits)
- The Business Edition (3 Credits)
- The California Tax Update (4 Credits)
- Order Now: Get 1-Year of FlexCast Membership Free
$458 $318
You Save $140 (31% Off)
Save Big When you Pre-Order the Fall 2026 Federal Tax Update
Pro Edition
What’s Included:
- Get all three formats: Webcast, Self-Study, Self-Study Video
- 16 Total Credits (2 Editions)
- The Individual Edition (8 Credits)
- The Business Edition (8 Credits)
- Complete & Linked PDF Manual
$679 $499
You Save $180 (27% Off)
Self-Study Only
What’s Included:
- Includes Self-Study and Self-Study Video formats
- 16 Total Credits (2 Editions)
- The Individual Edition (8 Credits)
- The Business Edition (8 Credits)
- Complete & Linked PDF Manual
$609 $489
You Save $120 (20% Off)
Pro Edition
What’s Included:
- Get all three formats: Webcast, Self-Study, Self-Study Video
- 20 Total Credits (3 Editions)
- The Individual Edition (8 Credits)
- The Business Edition (8 Credits)
- The California Edition (4 Credits)
- Complete & Linked PDF Manual
$838 $618
You Save $220 (26% Off)
Self-Study Only
What’s Included:
- Includes Self-Study and Self-Study Video formats
- 20 Total Credits (3 Editions)
- The Individual Edition (8 Credits)
- The Business Edition (8 Credits)
- The California Edition (4 Credits)
- Complete & Linked PDF Manual
$758 $598
You Save $160 (21% Off)
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2026 Summer California Federal Tax Update
The Update Trusted by Thousands. The Insight You Actually Need.
Get the full 6-credit 2026 Summer Federal Tax Update plus 4 credits of California-specific guidance in one complete 10-credit course. Built for California tax professionals, this Summer Edition covers federal tax changes, OBBBA, California conformity and nonconformity, FTB and OTA developments, residency and sourcing, business tax, payroll, sales and use tax, and property tax issues shaping the 2026 tax year.
Course Level
Update
CPE Hours
10 HRS
CPE Credits
Taxes
Course Level
Update
CPE Hours
10 HRS
CPE Credits
Taxes
The Mid-Year Tax Update California Practitioners Need—Before the Rest of the Country Catches Up
The California Summer Edition of America’s #1 Federal Tax Update delivers 10 hours of practical, early-season guidance for tax professionals serving California clients. You’ll get the full 6-credit 2026 Summer Federal Tax Update, plus 4 credits of California-specific coverage focused on conformity, nonconformity, FTB developments, residency and sourcing, business tax issues, payroll, sales and use tax, property tax, and the California rules that don’t always follow the federal script.
Learn From the Best
This tax update CPE course isn’t generated, summarized, or rushed. It’s written by a small group of tax professionals who have spent their careers advising clients and teaching the rest of the profession how the law functions in practice. When OBBBA changes a credit, they’ve already worked through the prior version a hundred times. When the IRS shifts an enforcement priority, they’ve seen the pattern before.
Why Choose This Update?
Real-World Clarity, Not Theoretical Complexity
OBBBA changed the federal tax landscape. California’s response adds another layer. Between new conformity legislation, continued nonconformity, FTB enforcement activity, PTET updates, residency disputes, payroll rules, business filing issues, and state-specific credits and deductions, California practitioners need more than a general federal update. The 2026 California Federal Tax Update: Summer Edition gives you the full mid-year federal picture, then brings it home to California.
- Get early clarity on major federal tax changes affecting 2026 planning and preparation.
- Understand where California conforms, where it does not, and where the differences matter.
- Spot client issues earlier—before year-end planning and filing-season pressure take over.
What You'll Get:
Why It’s Different:
What You'll Learn:
- Major 2026 federal tax developments affecting individuals, businesses, entities, payroll, retirement, estates and trusts, and IRS practice
- OBBBA changes affecting deductions, credits, SALT, charitable giving, energy incentives, business deductions, and client planning
- California conformity and nonconformity after new 2025 conformity legislation
- California treatment of selected OBBBA provisions and other recent federal tax changes
- California individual tax updates, including standard deduction, exemption credits, renter’s credit, AMT, electronic payments, and estimated tax rules
- California filing issues, including postmark concerns, direct deposit to ABLE accounts, required reporting, and Schedule A/Schedule C review letters
- Residency and sourcing rules for California residents, nonresidents, remote workers, stock options, RSUs, group nonresident returns, and other state tax credits
- FTB administration updates, MyFTB access, POA procedures, secure messaging, live chat, and tax practitioner hotline issues
- California disaster relief, wildfire exclusions, OTA developments, audit targets, penalties, collections, and voluntary disclosure
- California business conformity and nonconformity, including PTET, NOL limitations, cannabis deductions, credits, R&D, apportionment, and doing-business standards
- LLC annual tax and fee issues, entity suspension/revivor, dissolutions, administrative cancellation, and local business tax concerns
- California payroll updates, including SDI, UI, ETT, minimum wage, paid sick leave, CalSavers, worker classification, loan-out corporations, and app-based workers
- Sales and use tax developments, including marketplace facilitator rules, use tax reporting, CDTFA activity, cannabis tax, vehicle and vessel issues, and personal liability for unpaid sales tax
- Property tax updates, including disaster relief, Proposition 19, exemptions, reassessments, solar energy system exclusions, and other BOE developments
CPE Hours
By Designation
CPA
10 Credits: Taxes
EA
10 Credits: Federal Tax Update
CFP
10 Credits: Taxes
CRTP (CTEC)
6 Credits: Federal Tax Update
Attorney*
4 General MCLE Hours
*May need to self-report/register course with State
Note: CPE Hours displayed are the maximum available.
Go Deeper. Earn More Credits.
Premium Add-Ons
Two Webcasts. Five credits. Built to work alongside everything in your Summer FTU.
2026 Tax Planning Ideas
3 Credits
Practical 2026 planning strategies for individual and business clients.
- Income timing, Roth conversions, SALT/PTET, charitable giving
- QBI, bonus depreciation, R&D expensing, Opportunity Zone 2.0
- New deductions: tips, overtime, vehicle loan interest
2026 Tax Planning FAQs
2 Credits
Focused insights on the tax planning questions your clients are likely to ask.
- Estate exemptions, Roth timing, SALT phase-outs, charitable strategies
- 100% bonus depreciation, §179 expansion, restored §163(j)
- Entity choice, QSBS, PTET elections, Opportunity Zone 2.0
2026 Summer Federal Tax Update
Digital Learning Formats
Webcast
- 10 Total Credits Available – No Tests!
- FlexCast-ready so you can pause, resume, and watch over multiple days.
Self-Study
- 10 Total Credits Available – 24/7 Access!
- Download your Self Study Update to any device.
Self-Study Video
- 10 Total Credits Available – 24/7 Access!
- Download your Self Study Update to any device.
TESTIMONIALS
Don't take our word for it.
Made for those who want to stand out and stay on top.
All Tax Practitioners
Get prepared whether you have 30+ years of experience or you’re brand new.
CPAs • CFPs • EAs • Tax Attorneys
Public Accounting Professionals
Practical, succinct, and scalable for all types of clients’ needs
Associates • Directors • Partners
Corporate & Private Industry Professionals
Employee benefits, research expenditures, and tax resolution covered in-depth.
Controllers • Finance Directors • EAs
FlexCast
The ultimate upgrade for America’s #1 Federal Tax Update
Pause & Play
Pause & automatically resume when you’re ready. Get that big Webcast you want and break it up over multiple days.
10% Off All Webcasts
FlexCast memberships saves you 10% on every webcast purchase.
1,000+ Webcast credits eligible.
No Tests
Attendance tracker built into every webcast. No testing is required to earn CPE.
Frequently Asked Questions
Questions? Call us at 800-822-4194 or email wcpe@westerncpe.com. We’re in Bozeman, Montana, and we pick up the phone. If you’re trying to make dates work, choose between locations, or find the simplest path to your hours, we’ll help.
It’s a mid-year CPE course covering the most recent federal tax legislation, IRS guidance, and regulatory developments. It’s designed to keep tax professionals current between annual updates.
The Pro Edition gives you the option of having webcast, self-study, and self-study video formats. The Self-Study only edition contains only the self-study and self-study video formats.
Yes. This course qualifies for IRS Continuing Education credit. The IRS course number can be found in the compliance information for this course.
CPAs, EAs and tax professionals who need to stay current on federal tax changes throughout the year.
Yes, the Summer Release focuses on developments from early in the current year and is designed to complement, not replace, the fall/annual update.
Live conference CPE credit-hours are earned by attending your scheduled courses. If you need to miss a session, notify our on-site team. We’ll issue store credit equal to the number of missed live credit-hours, which can be applied toward eligible online courses in our digital catalog. Complete your selected online course after the event, and you’ll receive the corresponding CPE certificate to help keep your annual requirements on track.