Courses

Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes

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Member Price: $129.00 Non-Member Price: $129.00

Date/Time:: Jan 11, 2027, 1:00pm–3:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 2.00
Fields of Study:: Taxes
Level:: Intermediate

Getting ready for busy season involves not only knowing the tax rules for 2026 but also knowing how those rules are incorporated into the IRS tax forms practitioners will be using to prepare 2026 tax returns. This course provides preparer attendees with an up-to-date review of important new tax forms, key tax developments, and tax law changes as they are reflected in IRS forms for 2026 and IRS filing issues and deadlines as they relate to 2026.

Objective

Understand how new tax developments impact 2025 tax forms
Note changes in 2026 tax forms from the 2025 versions of the same forms

Highlights

Major 2026 tax form changes as they relate to individual taxpayers
How 2026 tax developments impact 2026 tax forms

Designed For

Any practitioner preparing or reviewing income tax returns for 2026

Prerequisite

Basic familiarity with tax rules relating to individual and pass-through entity taxation

Advanced Preparation

None