Webcast
2026 Tax Planning FAQ’s
A 2-credit planning companion to the 2026 Summer FTU, covering the individual and business tax questions practitioners are most likely to face under the new rules. Sharon Kreider and Mark Seid focus on practical planning decisions, from estate and deduction strategy to bonus depreciation, entity choice, QSBS, PTET elections, and Opportunity Zone 2.0.
Original price was: $98.00.$79.00Current price is: $79.00.
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
Course Level
Overview
Format
Webcast
Course Description
2026 Tax Planning FAQs is a practical 2-credit companion to the 2026 Summer Edition of the Federal Tax Update, focused on the planning questions tax professionals are likely to face as clients respond to major 2026 tax changes. Sharon Kreider and Mark Seid address individual planning issues including the permanent $15 million estate exemption, trust review, Roth conversion timing, itemized deduction limits, SALT cap phase-outs, charitable giving strategies, ISO exercises, tip and overtime deductions, and above-the-line charitable deductions.
The webcast also covers business planning opportunities and pressure points, including restored EBITDA-based business interest calculations, permanent 100% bonus depreciation, Section 179 expansion, C corporation versus pass-through analysis, permanent excess business loss limitations, expanded QSBS rules, Opportunity Zone 2.0, PTET elections, cost segregation, manufacturing facility deductions, and strategic bonus depreciation elections. The result is a concise, decision-oriented planning course designed to help practitioners identify where the new rules create opportunity, risk, or a need for client-specific modeling.
Learning Objectives
Upon completion of this course, participants will be able to:
- Identify key 2026 individual tax planning issues involving estate exemptions, trust provisions, Roth conversions, itemized deductions, SALT limitations, charitable giving, ISO exercises, and temporary deductions for tip income and overtime pay.
- Recognize planning considerations created by the new itemized deduction cap, charitable deduction floor, expanded standard deduction charitable benefit, and SALT cap phase-out rules.
- Evaluate business tax planning opportunities involving restored EBITDA-based §163(j) calculations, permanent 100% bonus depreciation, expanded §179 expensing, and the permanent excess business loss limitation.
- Determine when entity choice, QSBS planning, PTET elections, cost segregation, Opportunity Zone investments, or manufacturing facility deductions may warrant additional client analysis.
- Apply practical tax planning frameworks to help clients assess timing, deduction strategy, entity structure, and investment decisions under the 2026 tax rules.
Course Specifics
WC1826479761
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02815-26-O
IRS Federal Tax Update Credits: 2
CFP Provider Number: 3199
CFP Credits: 2
CTEC Course Number: 2071-CE-02258
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.
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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