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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Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 3 Taxes
EA 2 Federal Tax Law Update
EA 1 Federal tax-related matters
AFSP 2 Federal Tax Law Update
AFSP 1 Federal tax-related matters
CRTP 2 Federal Tax Law Update
CRTP 1 Federal tax-related matters
CPA/PFS 2 Taxes
ORTP 2 Federal Tax Law Update
ORTP 1 Federal tax-related matters
ChFC 2 Taxes
Maryland Tax Preparer 2 Federal Tax Law Update
Maryland Tax Preparer 1 Federal tax-related matters
DE LPA 3 Taxes
LTC 2 Federal Tax Law Update
LTC 1 Federal tax-related matters
RICP 2 Taxes
FSCP 2 Taxes
WMCP 2 Taxes
IA LPA 3 Taxes
CASL 2 Taxes
ME LPA 3 Taxes
ChSNC 2 Taxes

Sessions

Jul 8th, 2026

Speakers:
Speaker Name
Crystal Stranger

Chief Executive Officer (CEO)
Optic Tax, Inc

  • 4.6
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Federal tax rules impacting corporations, partnerships, and S corporations continue to evolve as businesses face changing compliance obligations, entity-level tax developments, and increased regulatory focus. Staying current on these updates is critical for professionals advising clients on entity structuring, distributions, and strategic tax planning decisions.

In this timely session, Crystal Stranger explores recent developments affecting corporate and pass-through taxation, including updates related to partnership taxation, S corporation rules, entity distributions, and compliance considerations. Attendees will also review planning opportunities and emerging risks impacting various business entity structures. This session provides practical insights to help tax professionals navigate evolving business tax rules while identifying opportunities to improve compliance and tax efficiency.

Major Topics

  • Corporate tax developments
  • Pass-through entity taxation
  • Partnership tax updates
  • S corporation changes
  • Entity distributions
  • Business tax compliance
  • IRS developments
  • Entity structuring
  • Tax planning strategies
  • Emerging business tax risks

Whether advising corporations, partnerships, or S corporations, attendees will gain valuable guidance on navigating recent federal tax developments and evolving compliance requirements. This session is ideal for professionals seeking practical strategies to address today’s changing business tax landscape.



Learning Objectives

  • Identify recent federal tax developments affecting corporations and pass-through entities.
  • Analyze changes impacting partnership and S corporation taxation.
  • Explain compliance considerations related to business entity taxation.
  • Evaluate planning opportunities for different entity structures.
  • Assess risks associated with evolving corporate and pass-through tax rules.
  • Apply current tax updates to business entity advisory and compliance strategies.

Other Details

Subject Area

Taxes

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

  • 4.5
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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

-

2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Tony Curatola


Drexel University

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The federal tax landscape continues to evolve rapidly following enactment of the One Big Beautiful Bill (OBBB) legislation and the growing volume of Treasury and IRS interpretative guidance. Tax professionals must stay informed about changing compliance expectations, legislative developments, and administrative interpretations that may significantly affect individual taxpayers and small businesses during the upcoming filing season.

This Session provides a practical review of the latest federal tax developments impacting deductions, withholding strategies, overtime compensation, qualified vehicle loan interest, and the expanded Qualified Business Income (QBI) deduction under IRC §199A. Participants will also examine Treasury notices, proposed regulations, judicial decisions, and IRS enforcement initiatives that may influence taxpayer reporting positions and planning opportunities.

Major Topics

  • Federal tax changes following enactment of OBBB
  • Treasury guidance and IRS administrative developments
  • QBI deduction and individual taxpayer considerations
  • Judicial decisions and emerging tax controversies
  • Tax planning strategies for individuals and small businesses
  • Withholding, deductions, and estimated tax considerations

Attendees will gain insight into emerging tax controversies, proposed congressional legislation, and proactive tax planning strategies designed to help taxpayers better manage estimated tax obligations, withholding requirements, deductions, and overall tax liability expectations for 2026.

Learning Objectives

  • Identify major federal tax changes resulting from OBBB legislation.
  • Recognize Treasury and IRS guidance affecting taxpayer compliance responsibilities.
  • Explain tax planning considerations related to deductions, withholding, and QBI provisions.
  • Analyze judicial and administrative developments impacting taxpayer reporting positions.
  • Evaluate planning strategies for managing 2026 tax liabilities and refund expectations.

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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Crystal Stranger
Crystal Stranger

Chief Executive Officer (CEO)
Optic Tax, Inc

Jul 8th, 2026

View More
Tony Curatola
Tony Curatola


Drexel University

Jul 8th, 2026

View More

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