$399.00
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
2 Credits: Taxes
Event Date: May 18, 2026 7:30 am
Course Level
Update
Format
Conference
Course Description
Western CPE’s Tax Update courses have provided in-depth tax law coverage for over 30 years. In Critical Issues Impacting Individuals: Part 1, we examine key developments affecting individual returns, including the new Form 15620 for 83(b) elections, updated Social Security identity verification requirements, inflation adjustments, provisions under the Disaster Relief Act of 2023, multi-state disaster relief guidance, and updates to the foreign earned income and housing exclusions.
Learning Objectives
Analyze recent tax law and administrative developments affecting individual returns, including new Form 15620 for 83(b) elections and updated Social Security identity verification requirements.
Evaluate current individual tax provisions, including inflation adjustments, Disaster Relief Act of 2023 changes, and multi-state disaster relief guidance.
Apply updated rules for foreign earned income and housing exclusions to improve compliance, planning strategies, and client advisory services.
Course Specifics
26CNewOrleans-Mon-A1
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02794-26-I
IRS Federal Tax Update Credits: 2
CFP Provider Number: 3199
CFP Course Number: 349487
CFP Credits: 2
CTEC Course Number: 2071-CE-02237
CTEC Federal Tax Update Credits: 2
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.