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Federal Tax Update Seminars > Phoenix, AZ – Nov 16 – 17, 2026
Get Your Federal Tax Update Done in Two Days
- Nov 16 - 17, 2026
- 7:30 AM - 1:30 PM
- The Wigwam
Rather type than talk? Chat with our team — online 8 AM – 8 PM ET.
CPE SEMINAR
Phoenix, AZ
Select Team Size
What's Included:
- 12 Total Credits
- The Individual Edition (6 Credits)
- The Business Edition (6 Credits)
- Complete & Linked PDF Manual
- Breakfast & Snacks
$528 $439
You Save $89 (17% Off)
CPE SEMINAR
Phoenix, AZ
- Nov 16 - 17, 2026
- 7:30 AM - 1:30 PM
- The Wigwam
The Western CPE Federal Tax Update is a two-day, 12-credit live seminar for CPAs, EAs, and CFPs at The Wigwam on November 16 – 17, 2026, 7:30 AM – 1:30 PM daily. Individual seats are $439. Groups of 2 – 5 save 5 – 11%, and firms of 6 or more get custom pricing. Book a 15-minute call and we’ll quote your whole team.
Dates
Nov 16 - 17, 2026
Venue
The Wigwam
Credits
12
Instructor
Alice Orzechowski, CPA, CMA, EA
Course Topics
Group Pricing
Venue
Course Schedule
What You Will Learn
Day One: Individual Edition
- OBBBA: Major 2026 planning & preparation changes
- Deductions: Tips, overtime, car-loan interest, senior provisions
- Brackets & credits: 2026 brackets, CTC, education, ACA changes
- Retirement & SECURE 2.0: Catch-up mechanics; what’s actionable now
- Tax Court: Individual rulings that change client briefings
Day Two: Business Edition
- Business returns: QBI, bonus depreciation, research expenditures
- Pass-throughs: Partnerships & LLCs — allocations, basis, IRS moves
- Entity taxation: S corp / C corp developments & expensing
- Payroll & employment: Credits and procedural changes
- Practice & procedure: Exams, notices, penalty relief, workflow
CPE Hours
By Designation
CPA
12 Credits: Taxes
EA
12 Credits: Federal Tax Update
CFP
12 Credits: Taxes
CRTP (CTEC)
12 Credits: Federal Tax Update
*May need to self-report/register course with State
Note: CPE Hours displayed are the maximum available.
Group Pricing for Firms
Built for Tax Professionals
Less time out of the office
Two focused days covering what you will see this filing season — back at your desk on day three, not after a week away.
Confidence before clients ask
Answer your clients directly instead of escalating every question to a partner when you understand what’s changed.
The tax update filing season relies on
Built for professionals who need to understand the year’s most consequential changes, apply them in client situations, and stay sharp all year.
Meet our expert: Alice Orzechowski, CPA, CMA, EA
Alice Orzechowski, CPA, CMA, EA, is a national tax speaker and recognized expert on intergenerational wealth transfer with over 40 years of experience, author of numerous tax textbooks and articles, and owner of her own CPA practice specializing in individual, small business, estate, trust, and corporate tax matters.
JOIN US AT
The Wigwam
Set on 440 desert acres, The Wigwam pairs historic Arizona charm with casita rooms, three pools, tennis, and 54 holes of championship golf. Western CPE’s on-site CPE delivers deep, interruption-free learning—then afternoons to tee off and recharge.
The room block has closed. However, availability is limited – we recommend calling the hotel and asking for the Western CPE room block rate. Availability and pricing are not guaranteed.
Course schedule
Monday, Nov 16
7:30 - 9:10 AM - Critical Issues Impacting Individuals: Part 1
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
- Updates to the foreign earned income and housing exclusions.
9:40 - 11:20 AM - Critical Issues Impacting Individuals: Part 2
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
- Related Tax Court decisions.
11:50 AM - 1:30 PM - Critical Issues Impacting Individuals: Part 3
In Critical Issues Impacting Individuals: Part 3, we review additional developments affecting individual returns, including:
- Upcoming SECURE 2.0 provisions set to begin in 2026
- The new Form 1099-DA for virtual currency transactions
- West Virginia disaster relief for federal estate, gift, and generation-skipping transfer taxes
- Recent related Tax Court decisions.
Tuesday, Nov 17
7:30 - 9:10 AM - Critical Issues Impacting Businesses: Part 1
In Critical Issues Impacting Businesses: Part 1, we examine key developments affecting business returns, including:
- New R&D credit requirements
- Commercial clean vehicle credits
- Hobby loss cases
- 1099-K reporting updates
- FinCEN Geographical Targeting Orders
- Recent Tax Court decisions
9:40 - 11:20 AM - Critical Issues Impacting Businesses: Part 2
In Critical Issues Impacting Businesses: Part 2, we cover additional developments affecting business returns, including:
- Emerging issues for self-employed clients
- Payroll updates
- Changes impacting partnerships and LLCs
- Recent Tax Court decisions
11:50 AM - 1:30 PM - Critical Issues Impacting Businesses: Part 3
In Critical Issues Impacting Businesses: Part 3, we examine legislative updates affecting S and C corporations:
- New IRS practice and procedure developments, and recent Tax Court decisions.
All Seminar Locations
Boca Raton, FL
Nov 2 - 3, 2026
- Waterstone Resort & Marina
Maui, HI
Nov 9 - 10, 2026
- Four Seasons Maui
Phoenix, AZ
Nov 16 - 17, 2026
- The Wigwam
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 Denver Anschutz Medical Campus
Newport Beach, CA
Dec 7 - 8, 2026
- Balboa Bay Resort
Las Vegas, NV
Dec 14 - 15, 2026
- Wynn
Charlotte, NC
Dec 17 - 18, 2026
- Charlotte Marriott City Center
Boca Raton, FL
Nov 2 - 3, 2026
Waterstone Resort & Marina
Maui, HI
Nov 9 - 10, 2026
Four Seasons Maui
Phoenix, AZ
Nov 16 - 17, 2026
The Wigwam
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 Denver Anschutz Medical Campus
Newport Beach, CA
Dec 7 - 8, 2026
Balboa Bay Resort
Las Vegas, NV
Dec 14 - 15, 2026
Wynn
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 vs. Conferences: What’s the Difference?
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.
What are seminar class times?
Federal Tax Update seminar classes run from 7:30 a.m.–1:30 p.m., with breaks from 9:10-9:40 and 11:20-11:50.
What's the difference between a stand-alone seminar and a piggyback seminar?
Both deliver the same live Federal Tax Update. Stand-alone seminars are full days at their own venue, ending at 4:00 p.m., with 16 CPE credits plus breakfast, lunch, and snacks. Piggyback seminars run alongside a conference, ending at 1:30 p.m., with 12 CPE credits, breakfast, and snacks (no lunch). You'll keep your afternoons free to enjoy the destination. Stay at the conference hotel using our booking link.
If my colleague registered and can’t attend, can I go in their place?
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.
Are meals included in the seminar registration fee?
Each morning, we offer breakfast for all attendees, at 6:45 AM, along with a light mid-morning snack to keep you going.
Do you accommodate for dietary restrictions?
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.
Do you offer group discounts?
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.
What happens if plans change?
If something comes up and you can't make your seminar, we'll help you find the best option, whether that's moving dates or switching formats.
How do you ensure people attend sessions?
On-site verification and post-event attendance reports by participant.