Federal Income Tax Changes – 2026 ON DEMAND
Available Until
Your Desk
5.0 Credits
Member Price $145.00
Non-Member Price $167.00
Overview
Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine the tax changes affecting 2026 as a result of passage of the SECURE Act 2.0, the provisions of the One Big Beautiful Bill Act (OBBBA) impacting 2025 and 2026 income, and the inflation-changed limits effective for 2026 that are more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes.
Highlights
Changes in various limits. Tax credit changes. PPACA related tax changes. Changes in Archer MSAs, HSAs and IRAs. Secure Act 2.0. One Big Beautiful Bill Act.
Prerequisites
None.
Designed For
CPAs, CRTPs, EAs, and other accounting and tax professionals
Objectives
Describe the changes affecting 2025 and 2026 income resulting from the passage of the One Big Beautiful Bill (OBBBA).
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Paul Winn, Western CPE
Paul Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
Non-Member Price $167.00
Member Price $145.00