CPE SEMINAR
Salt Lake City, UT
- Nov 16–17, 2026
- 8:30 AM - 4:00 PM
- Radisson Salt Lake City Downtown
Select Team Size
What's Included:
- 16 Total Credits
- The Individual Edition (8 Credits)
- The Business Edition (8 Credits)
- Complete & Linked PDF Manual
- Breakfast, Lunch & Snacks
$699 $499
You Save $200 (29% Off)
CPE SEMINAR
Salt Lake City, UT
- Nov 16–17, 2026
- 8:30 AM - 4:00 PM
- Radisson Salt Lake City Downtown
Two Days. Six Sessions. The Federal Tax Update—Live.
Experience America’s #1 Tax Update as a focused in-person Seminar. For over 30 years, Western’s Federal Tax Update has been the working professional’s annual edge. Your two day seminar will cover the latest Individual Update and Business Update. Our seminar is purposely built as a toolkit for professionals who need to understand the year’s most consequential changes, apply them in client situations, and stay sharp all year. Accept no substitutions.
Built For The Credential After Your Name, And The Firm Behind It.
Formulated specifically for CPAs, EAs, and CFPs who prepare returns, advise clients, and answer for the results.
And if you run the firm, it was crafted for you doubly: every topic is framed so you can take it back to your team on Monday — what changed, what it means for your clients, and what your staff does differently this season.
CPAs • CFPs • EAs
What You'll Learn
Monday: Individual Edition
- New filings and identity controls: What to know about Form 15620 (83(b) election) and Social Security identity verification requirements.
- Inflation adjustments: Key 2025 inflation amounts across individual provisions and retirement plan limits you’ll actually quote to clients.
- Disaster relief: Practical takeaways from the Disaster Relief Act of 2023 and multi-state relief—timelines, elections, and traps.
- Cross-border updates: Changes to the foreign earned income exclusion and foreign housing exclusion; what’s different and who benefits.
- Digital assets: The debut of Form 1099-DA and its various implications for individual reporting (with spillover effects for pass-through owners).
- Retirement & SECURE 2.0: Catch-up mechanics and the 2025/26 horizon—what’s actionable now vs. what to stage for next season.
- Recent Tax Court decisions: Individual-focused rulings that change how you brief clients and document positions.
Tuesday: Business Edition
- Business interest transfers: Legal, tax, valuation of buy/sell/gift; buy-sell structures, third-party/internal succession; estate and gift impacts; current cases and legislation.
- Self-employed hot spots: Fresh issues for sole proprietors and gig workers; expense substantiation, estimated tax, and common audit flags.
- Payroll & employment: The latest on payroll updates, credits, and procedural changes that create real operational work.
- Pass-throughs: What’s new for partnerships and LLCs—allocations, basis, and the practical meaning of recent IRS/Treasury moves.
- Entity taxation: Current S corp and C corp developments; depreciation/expensing dynamics; coordination with shareholder/owner returns.
- Practice & procedure: Updates to IRS practice and procedures that affect exams, notices, penalty relief, and practitioner workflow.
- Recent Tax Court decisions: Business-relevant rulings that reshape planning, documentation, and risk management.
Seminars vs. Conferences
Seminars
One product—the Federal Tax Update—delivered live across two days as six sessions. Single registration covers the complete update (16 Credits). No mixing individual courses, no single-day tickets.
Conferences
If you want variety beyond the Federal Tax Update, Conferences are the right fit.
Seminar Courses
Monday, November 3
Individual Edition
Part 1
- 7:30am - 9:10 am
2026 Tax Update: Critical Issues Impacting Individuals: Part 1
2 Credits – Taxes
COURSE DESCRIPTION
2025 Tax Update: Critical Issues Impacting Individuals: Part 1
Western CPE’s Tax Update courses have been an industry staple for over 30 years. We’ll do a deep dive on everything that’s happening in the world of tax legislation that affects both individual and business returns. This is the most in-depth and engaging tax update course in the profession—often imitated, never duplicated.
In Critical Issues Impacting Individuals: Part 1, we’ll focus on critical topics affecting individual tax returns. These are expected to include—but are not limited to—the following:
• New Form 15620 for 83(b) election
• New Social Security identity verification requirements
• Inflation adjustment amounts
• What to know about the Disaster Relief Act of 2023
• Disaster relief for residents in multiple states
• Updates to the foreign earned income exclusion and foreign housing exclusion
• Much, much more
Other tax update courses are shorter, less in-depth, and designed for beginners. Western’s tax update courses are for tax professionals who expect more.
Individual Edition
Part 2
- 9:30am - 11:10 am
2026 Tax Update: Critical Issues Impacting Individuals: Part 2
2 Credits – Taxes
COURSE DESCRIPTION
2025 Tax Update: Critical Issues Impacting Individuals: Part 2
Western CPE’s Tax Update courses have been an industry staple for over 30 years. We’ll do a deep dive on everything that’s happening in the world of tax legislation that affects both individual and business returns. This is the most in-depth and engaging tax update course in the profession—often imitated, never duplicated.
In Critical Issues Impacting Individuals: Part 2, we’ll focus on additional topics affecting individual tax returns. These are expected to include—but are not limited to—the following:
• Updated Roth IRA catch-up changes
• 2025 inflation adjusted amounts for retirement plans
• The introduction of Form 1099-DA for virtual currencies
• The Competent Authority Arrangement between the U.S. and Switzerland affecting some pensions
• What’s new with partnerships and LLCs
• Related recent Tax Court cases
Individual Edition
Part 3
- 11:30am - 1:10 pm
2026 Tax Update: Critical Issues Impacting Individuals: Part 3
2 Credits – Taxes
COURSE DESCRIPTION
2025 Tax Update: Critical Issues Impacting Individuals: Part 3
Western CPE’s Tax Update courses have been an industry staple for over 30 years. We’ll do a deep dive on everything that’s happening in the world of tax legislation that affects both individual and business returns. This is the most in-depth and engaging tax update course in the profession—often imitated, never duplicated.
In Critical Issues Impacting Individuals: Part 3, we’ll focus on additional topics affecting individual tax returns. These are expected to include—but are not limited to—the following:
• New SECURE 2.0 provisions stated to begin in 2026
• The introduction of Form 1099-DA for virtual currencies
• WV disaster relief for federal estate, gift, and generation-skipping transfer tax
returns
• Fascinating related Tax Course cases
Other tax update courses are shorter, less in-depth, and designed for beginners. Western’s tax update courses are for tax professionals who expect more.
Tuesday, November 4
Business Edition
Part 1
- 7:30am - 9:10 am
COURSE DESCRIPTION
2025 Tax Update: Critical Issues Impacting Businesses: Part 1
Participants will explore the legal, tax, and valuation implications of buying, selling, or gifting a business interest. Topics include structuring buy-sell agreements, preparing for third-party sales or internal succession, planning for lifetime and testamentary gifts, and understanding the impact of estate and gift tax rules. Real-world case studies and recent legislative developments will help illustrate best practices and planning pitfalls.
Business Edition
Part 2
- 9:30am - 11:10 am
COURSE DESCRIPTION
2025 Tax Update: Critical Issues Impacting Businesses: Part 2
Western CPE’s Tax Update courses have been an industry staple for over 30 years. We’ll do a deep dive on everything that’s happening in the world of tax legislation that affects both individual and business returns. This is the most in-depth and engaging tax update course in the profession—often imitated, never duplicated.
In Critical Issues Impacting Businesses: Part 2, we’ll focus on additional topics affecting business returns. These are expected to include—but are not limited to—the following:
• New issues critical to self-employed clients
• The latest updates affecting payroll
• What’s new with partnerships and LLCs
• Pivotal recent Tax Court cases
Other tax update courses are shorter, less in-depth, and designed for beginners. Western’s tax update courses are for tax professionals who expect more.
Business Edition
Part 3
- 11:30am - 1:10 pm
COURSE DESCRIPTION
2025 Tax Update: Critical Issues Impacting Businesses: Part 3
Western CPE’s Tax Update courses have been an industry staple for over 30 years. We’ll do a deep dive on everything that’s happening in the world of tax legislation that affects both individual and business returns. This is the most in-depth and engaging tax update course in the profession—often imitated, never duplicated.
In Critical Issues Impacting Businesses: Part 3, we’ll focus on additional topics affecting business returns. These are expected to include—but are not limited to—the following:
• Tax legislation affecting S Corporations & C Corporations
• New updates to IRS practice and procedures
• Pivotal recent Tax Court cases
Other tax update courses are shorter, less in-depth, and designed for beginners. Western’s tax update courses are for tax professionals who expect more.
Industry Leading Instructors
A modern web platform for courses that’s intuitive and easy to use
Acclaimed, engaging live events
America’s #1 Tax Update
Modern, forward-thinking content for professionals who expect more from their CPE
GROUP DISCOUNTS
Turn your entire team into industry-leading tax experts.
Learn about how your whole team can attend a Federal Tax Update Seminar for less than you think. Upskill your teams, improve retention and satisfaction, and get a real ROI on your continuing education.
All Seminar Locations
Salt Lake City, UT
Nov. 16-17, 2026
Radisson Salt Lake City Downtown
Lynnwood, WA
Nov 30 – Dec 1, 2026
Lynnwood Conference Center
Denver, CO
Dec 3–4, 2026
Hyatt Regency Aurora-Denver Conference Center
Minneapolis, MN
Dec 7–8, 2026
Delta Hotels Minneapolis Northeast
Atlanta, GA
Dec 14–15, 2026
AC/Moxy Hotel Atlanta Midtown
Charlotte, NC
Dec 17–18, 2026
Charlotte Marriott City Center
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.
Seminars and conferences are both great ways to earn CPE, but they’re designed for different needs.
Seminars are typically two-day events and are geared more toward local practitioners. They focus specifically on the Federal Tax Update and California Federal Tax Update, making them a great option if you’re looking for a focused, in-depth update on the latest tax changes close to home. Each day provides 8 credit hours. Lunch may be provided, but seminars do not include bonus credits or additional perks.
Conferences offer more flexibility and a broader experience. You can attend anywhere from 1 to 5 days depending on your schedule—even mixing and matching days if needed. Conferences cover a variety of topics, including the Federal Tax Update, so you can build a schedule that fits your needs across multiple subject areas. Each conference day provides 8 total credits, made up of 6 standard CPE credits and 2 bonus CPE credits for attending live in person. Conferences also include added perks like lunch, snacks throughout the day, and in some cases, optional group excursions.
Additional Value (2026 Conferences)
If you attend 3 days or more, you’ll also receive:
- A 50%-off coupon code for a credit package that can be used in our on-demand course library
- A free Ethics course
Why is the price different?
Conferences offer more flexibility, bonus credits, and added value both during and after the event. While seminars are a great local option, conferences are designed to give you a more comprehensive experience along with additional savings on future courses.
Federal Tax Update seminar classes run from 8:30 a.m.–4:00 p.m., with an hour break for lunch from 11:30 a.m.–12:30 p.m.
You can transfer a Federal Tax Update seminar registration from person to person; however, you cannot split a 2-day registration between two people. Please call our office at (800) 822-4194 if you wish to transfer a registration.
Each morning, we offer breakfast for all attendees, at 6:45 AM, along with a 30 minute lunch.
We do our best to accommodate dietary restrictions, but requests must be made in advance. We aren’t able to plan for specific needs unless they’re shared with us ahead of time, so please be sure to let us know during registration or by contacting our team.
Western CPE offers group discounts when participants attend both days of a Federal Tax Update seminar. *Group discounts cannot be used in conjunction with any other special offer or promotion.
In destinations this memorable, we understand that sometimes the day calls you beyond the classroom. That’s the idea behind Call of the Wild: a flexible option for conference attendees whose onsite plans change.
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.
If something comes up and you can't make your conference, we'll help you find the best option, whether that's moving dates or switching formats.
On-site verification and post-event attendance reports by participant.