Webcast
2026 Tax Planning Ideas
A 3-credit planning companion to the 2026 Summer FTU, focused on practical individual and business tax planning ideas for the 2026 rules. Sharon Kreider and Mark Seid cover deduction strategy, income timing, SALT/PTET, charitable planning, estate considerations, QBI, depreciation, R&D, Opportunity Zones, manufacturing incentives, and more.
Original price was: $147.00.$117.00Current price is: $117.00.
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
3 Credits: Taxes
Course Level
Overview
Format
Webcast
Course Description
2026 Tax Planning Ideas is a practical 3-credit companion to the 2026 Summer Edition of the Federal Tax Update, designed to help tax professionals move from “what changed” to “what should clients do next?” Sharon Kreider and Mark Seid organize the discussion around actionable individual planning issues, including income timing, Roth conversions, standard deduction and itemized deduction strategy, SALT and PTET planning, charitable giving, QCDs, mortgage interest tracing, AMT exposure, ISO exercises, gambling losses, capital gain timing, 529 plans, ABLE accounts, new above-the-line deductions, W-4 adjustments, and estate and gift planning under the permanent $15 million exemption.
The webcast also addresses business planning opportunities and compliance pressure points, including QBI planning, bonus depreciation versus §179, excess business loss limitations, §163(j) business interest rules, R&D expensing options, information return thresholds, expiring energy provisions, Opportunity Zone 2.0, qualified production property, and the expanded employer-provided child care credit. The result is a client-focused planning course built for practitioners who need to identify near-term planning moves, recognize issues worth monitoring, and turn 2026 tax changes into timely advisory conversations.
Learning Objectives
Upon completion of this course, participants will be able to:
- Identify individual tax planning opportunities involving income timing, Roth conversions, standard deduction and itemized deduction strategy, charitable giving, QCDs, SALT limitations, PTET elections, AMT exposure, ISO exercises, and capital gain planning.
- Recognize taxpayer and employer planning considerations related to new deductions for tip income, overtime pay, vehicle loan interest, and senior taxpayers, including related withholding and reporting issues.
- Determine when 529 plans, ABLE accounts, estate and gift planning, mortgage interest tracing, and charitable planning vehicles may warrant additional client discussion.
- Evaluate business tax planning strategies involving QBI, bonus depreciation, §179 expensing, excess business loss limits, §163(j), R&D expensing, and information return thresholds.
- Identify planning opportunities involving Opportunity Zone 2.0, qualified production property, expiring energy provisions, and the expanded employer-provided child care credit.
- Apply practical planning frameworks to help clients prioritize immediate 2026 tax planning actions and longer-term advisory opportunities.
Course Specifics
WC1826479809
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02816-26-O
IRS Federal Tax Update Credits: 3
CFP Provider Number: 3199
CFP Credits: 3
CTEC Course Number: 2071-CE-02259
CTEC Federal Tax Update Credits: 3
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.
Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award …
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