Two Live Sessions • October 26 & 27, 2026
Federal Tax Update 2026:
Year-End Planning for Tax Year 2026 Returns
With Bradley Burnett, J.D., LL.M. — one session for individual filings, one for business and corporate filings. Take one or both.
Tax year 2026 is when the One Big Beautiful Bill Act's changes take full effect, and the window to act on them closes December 31. These two focused sessions give you the rules, the planning strategies, and the latest IRS guidance you need to position clients before year-end and prepare accurate returns in 2027.
Federal Tax Update for Individuals: Year-End Planning for 2026 Returns
Monday, October 26, 2026 • 1:00 – 4:00 PM EDT
$149 • 3 NASBA CPE Credits (Taxes)
IRS CE Course #: IVYPC-U-00014-26-O
Tax year 2026 brings the One Big Beautiful Bill Act's individual provisions into full effect, and the window to plan around them closes December 31. In this focused session, tax attorney and veteran CPE instructor Bradley Burnett, J.D., LL.M., walks through what practitioners need to know to advise individual clients before year-end and prepare accurate 1040s in 2027.
What You'll Cover
- The new above-the-line charitable deduction for non-itemizers
- The new AGI floor on itemized charitable gifts and the cap on the value of itemized deductions for top-bracket taxpayers, plus the bunching and timing strategies they create
- Managing the expanded SALT cap and its income phase-down
- The deductions for tips, overtime, seniors, and auto loan interest
- The launch of “Trump accounts” for children
- The higher estate and gift tax exemption
- Changes affecting HSAs, dependent care benefits, and 529 plans
Bradley will also cover the latest IRS guidance, court cases, and legislative developments, delivering the technical depth and plain-English clarity that turn the new law into concrete year-end action items for your individual clients.
Federal Tax Update for Business and Corporate Filings: Year-End Planning for 2026 Returns
Tuesday, October 27, 2026 • 1:00 – 4:00 PM EDT
$149 • 3 NASBA CPE Credits (Taxes)
IRS CE Course #: IVYPC-U-00015-26-O
For business clients, 2026 is the first full year to put the One Big Beautiful Bill Act's permanent business provisions to work, and the purchasing, compensation and entity decisions made before December 31 will shape every return filed in 2027. In this focused session, tax attorney and veteran CPE instructor Bradley Burnett, J.D., LL.M., covers the rules and strategies practitioners need for partnerships, S corporations, C corporations, and sole proprietors.
What You'll Cover
- Permanent 100% bonus depreciation and expanded Section 179 expensing
- Restored domestic R&E expensing and the treatment of previously capitalized costs
- The more favorable Section 163(j) interest limitation
- The now-permanent and expanded 20% QBI deduction
- The new 1% floor on corporate charitable contributions
- Expanded QSBS benefits under Section 1202
- The enhanced employer-provided childcare and paid family leave credits
- The higher reporting thresholds for Forms 1099-NEC, 1099-MISC, and 1099-K
Bradley will also cover the latest IRS guidance, court cases, and legislative developments, delivering the technical depth and plain-English clarity that help you turn the new law into concrete year-end action items for your business clients.
Your Presenter: Bradley Burnett, J.D., LL.M.
Bradley Burnett is a tax attorney and veteran CPE instructor known for pairing technical depth with plain-English clarity. His updates help practitioners turn new law into concrete action items for their clients.
NASBA Field of Study Taxes (3 hours each)
Program Prerequisites Basic understanding of taxation
Advance Preparation None
Level: Basic
Who Should Attend
Return preparers, tax planners and taxpayers desiring to keep up with late breaking tax developments and properly prepare and plan for Q3 & Q4, 2026
CPE Credit:
3 hours NASBA CPE for CPAs
3 hours IRS CE Federal Tax Law Updates for EAs and OTRPs
About the Presenter
Bradley Burnett, J.D., LL.M., is a practicing tax attorney, licensed in Colorado, with 38 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank, and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program.
Mr. Burnett has delivered more than 3,400 presentations on U.S. tax law throughout all 50 states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 45 CPE courses. Mr. Burnett served as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and taught IRS practice and procedure. He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9. Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for CPA Society annual tax conferences.
About the Sponsor
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a), #170718, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors via its website at nasbaregistry.org.
