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Secure Transaction CPE Credits
2 Credits: Taxes
Event Date: May 18, 2026 9:40 am
Course Level
Update
Format
Conference
Course Description
Western CPE’s Tax Update courses have delivered comprehensive tax law coverage for over 30 years. In Critical Issues Impacting Individuals: Part 2, we cover additional developments affecting individual returns, including Roth IRA catch-up changes, 2025 inflation-adjusted retirement plan limits, the new Form 1099-DA for virtual currency transactions, the U.S.–Switzerland Competent Authority Arrangement affecting certain pensions, updates impacting partnerships and LLCs, and related Tax Court decisions.
Learning Objectives
Analyze recent tax law developments affecting individual returns, including Roth IRA catch-up changes, 2025 inflation-adjusted retirement plan limits, and new Form 1099-DA reporting for virtual currency transactions.
Evaluate international and pass-through entity updates impacting individual taxpayers, including the U.S.–Switzerland Competent Authority Arrangement and changes affecting partnerships and LLCs.
Apply guidance from recent Tax Court decisions and regulatory changes to improve compliance, planning strategies, and advisory services for individual clients.
Course Specifics
26CNewOrleans-Mon-B1
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02795-26-I
IRS Federal Tax Update Credits: 2
CFP Provider Number: 3199
CFP Course Number: 349488
CFP Credits: 2
CTEC Course Number: 2071-CE-02238
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.