MYCPE ONE

Federal Tax Update Online Summit 2026

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Conference Overview

The Federal Tax Update Online Summit 2026 is a comprehensive, practitioner-focused event designed to equip tax professionals with the latest developments across federal and state taxation. This half-yearly and year-end summit delivers critical insights into evolving tax laws, regulatory updates, and enforcement trends impacting individuals, small businesses, and complex entities.
 
The program begins with a detailed update on individual and small business taxation, highlighting key legislative changes, compliance requirements, and planning opportunities for 2026. It further explores corporate and pass-through entity updates, offering clarity on structural considerations, tax treatment, and strategic decision-making in a dynamic regulatory environment.
 
Participants will also gain valuable knowledge on the current IRS enforcement landscape, including audit trends, controversy handling, and best practices for effective client representation. Additionally, the summit addresses significant developments in State and Local Tax (SALT), focusing on multi-state challenges, nexus considerations, and risk management strategies.
 
The conference concludes with an engaging discussion session featuring Jackie Meyer, providing expert insights, practical guidance, and interactive dialogue on pressing tax topics. Overall, this summit delivers actionable knowledge to help professionals stay compliant, mitigate risks, and enhance advisory capabilities.

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Sessions

Jul 8th, 2026

Coming soon

Learning Objectives

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Other Details

Subject Area

Auditing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

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Tax laws are evolving rapidly, and staying ahead requires proactive and strategic planning. This session provides a forward-looking perspective on tax planning for 2026 through 2028, helping professionals navigate an increasingly complex and uncertain regulatory environment.

Participants will explore key legislative developments, including the One Big Beautiful Bill Act (OBBBA), SECURE Act updates, and recent IRS adjustments such as revised tax brackets, increased standard deductions, and expanded estate exemptions. The focus is on identifying opportunities to minimize tax liabilities and maximize long-term wealth preservation.

The session also covers advanced strategies, including retirement distribution planning, Roth conversions, estate and gift planning, business tax considerations, capital gains strategies, and tax-efficient charitable giving. These insights are designed for high-income earners, business owners, retirees, and multigenerational families.

Major Topics:

  • 2026–2028 federal tax law changes and future outlook
  • Income tax bracket management and deduction strategies
  • Retirement distribution and Roth conversion planning
  • Estate, gift, and legacy tax planning opportunities
  • Business tax-saving strategies and entity considerations
  • Capital gains and investment tax planning
  • Tax-efficient charitable giving strategies
  • Preparing for future tax reforms and economic changes

As part of the Federal Tax Update Online Summit 2026, this session equips participants with practical tools and strategies to confidently plan for the future and deliver greater value in a changing tax landscape.

Learning Objectives

  • Summarize key provisions of the One Big Beautiful Bill Act (OBBBA).
  • Identify new deductions for tips, overtime pay, and qualified auto loan interest.
  • Explain the impact of the SECURE Act and SECURE Act 2.0 on retirement planning.
  • Recognize 2026–2028 tax planning trends, including SALT changes and deduction vs. credit strategies.
  • Evaluate OBBBA provisions affecting businesses and green energy tax incentives.
  • Review estate, gift, trust, and income tax changes, including unified credit and effective dates.
  • Apply AI tools for tax compliance, planning, and research.
  • Understand FBAR foreign account reporting and Corporate Transparency Act requirements.

Other Details

Subject Area

Taxes

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Warren Bergstein
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

Jul 8th, 2026

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Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com