MYCPE ONE

Federal Tax Update Summit: Year-End Changes & 2027 Filing Readiness

233

Interested

People have shown interest recently

Get Started Today

Conference Overview

Tax professionals preparing for the 2027 filing season must navigate evolving federal tax laws, updated IRS guidance, changing reporting requirements, and increasingly complex compliance considerations.

This summit provides a comprehensive review of key federal tax developments affecting 2026 tax return preparation, with a focus on translating legislative, regulatory, and procedural changes into accurate filing practices. Participants will examine developments affecting individual and business taxpayers and identify areas requiring greater practitioner judgment, documentation, and compliance oversight.

The Conference explores high-impact areas of tax preparation and reporting, including estate, gift, and trust considerations; depreciation and basis issues; Forms 1099 and W-2; shareholder and partner basis; documentation requirements; IRS procedures; enforcement activity; representation matters; and the growing use of digital tools in tax practice. Participants will gain practical insights into reducing reporting errors, strengthening documentation, improving return accuracy, and preparing for the 2027 filing season for 2026 returns.

Join us for this comprehensive tax summit to stay informed on key compliance developments, procedural changes, and practical challenges affecting today’s tax professionals.

Subscribe to Access

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 4 Taxes
EA 3 Federal tax-related matters
EA 1 All
AFSP 3 Federal tax-related matters
AFSP 1 All
CFP (US) 1 Tax Planning
CRTP 3 Federal tax-related matters
CRTP 1 All
CPA/PFS 1 Taxes
CFA 1 Taxes
ORTP 3 Federal tax-related matters
ORTP 1 All
ChFC 1 Taxes
Maryland Tax Preparer 3 Federal tax-related matters
Maryland Tax Preparer 1 All
DE LPA 4 Taxes
TEP 1 All
LTC 3 Federal tax-related matters
LTC 1 All
CWS 1 Taxes
RICP 1 Taxes
CFIRS 1 Taxes
CLU 1 Taxes
CPFA/QPFC 1 All
FSCP 1 Taxes
WMCP 1 Taxes
IA LPA 4 Taxes
CASL 1 Taxes
ME LPA 4 Taxes
CIPM 1 Taxes
CAP 1 Taxes
ChSNC 1 Taxes

Sessions

Nov 23rd, 2026

Speakers:
Speaker Name
Nicholas Preusch

Certified Public Accountant (CPA)
Nicholas Preusch

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Artificial intelligence is becoming part of the day-to-day workflow for tax professionals, especially during the busy tax season. The focus is on practical uses that can save time while supporting the quality and consistency of professional work.

Coverage includes using AI tools to research guidance, draft client emails and memos, summarize documents, and review tax returns. Practical workflows are paired with clear guardrails around client confidentiality, accuracy, and the types of information that should not be entered into a chatbot.

Major Topic:

  • AI-assisted tax research workflows
  • Drafting client emails and memos with AI
  • Document summarization for tax work
  • AI-assisted tax return review
  • Client confidentiality and chatbot guardrails
  • Accuracy and professional validation of AI output

Participants will gain practical approaches they can apply to common tax-season tasks while maintaining appropriate professional judgment and safeguards. The emphasis is on using AI as a productivity tool without compromising client information or the accuracy of tax work.

For more Taxes-related Courses, Click Here.

Learning Objectives

  • Identify day-to-day tax-season tasks where AI tools can improve efficiency and save time.
  • Apply AI tools to draft client communications, memos, and workpapers.
  • Recognize opportunities to use AI for researching guidance and summarizing tax-related documents.
  • Apply appropriate guardrails to protect client confidentiality when using AI tools.
  • Evaluate AI-generated information for accuracy before incorporating it into tax-related work.

Qualifies For

License details Credits Status
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03445-26-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02888) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03445-26-O) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03445-26-O) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03445-26-O) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03445-26-O) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

Taxes

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Jennifer Galstad Lee

Attorney
Avara Law

Estate and gift tax filings can involve complex reporting decisions, especially when prior lifetime transfers and planning actions affect current-year obligations. This advanced session focuses on the documentation and compliance issues tax professionals may encounter in 2026 filings.

Participants will explore Form 709 preparation challenges, portability elections, trust reporting considerations, and documentation requirements for lifetime transfers. The session also examines how planning actions taken before an anticipated estate tax exemption reduction can influence current-year reporting.

Major Topic:

  • Form 709 preparation challenges
  • Estate tax portability elections
  • Trust reporting considerations
  • Documentation of lifetime transfers
  • Prior estate and gift tax planning actions
  • 2026 estate and gift tax reporting obligations

Gain a practical framework for identifying reporting challenges, assessing the consequences of earlier planning decisions, and preparing more complete and consistent estate, gift, and trust tax documentation.

For more Estate Tax-related courses, Click Here. 

Learning Objectives

  • Identify advanced Form 709 preparation and reporting challenges.
  • Explain portability election considerations in estate tax reporting.
  • Assess trust reporting requirements relevant to 2026 filings.
  • Recognize documentation requirements associated with lifetime transfers.
  • Analyze how prior estate tax planning actions affect current-year reporting obligations.

Qualifies For

License details Credits Status
Annual Filing Season Program (AFSP) 1 CE Approved
California Registered Tax Preparers (CRTP) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 355110) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Enrolled Agents (EA) 1 CE Approved
Oregon Registered Tax Preparers (ORTP) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPE Eligible
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CPE Eligible
Maryland Tax Preparer (MRTP) 1 CE Approved
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CPE Eligible
LTC 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible

Other Details

Subject Area

Taxes

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:00 PM - 2:30 PM EST

Break

Speakers:
Speaker Name
Elan Becker

Founder
Enrolled Agent Concierge

  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating

Accurate business tax return preparation requires careful attention to depreciation, basis calculations, and areas that may create elevated compliance risk. This session focuses on practical preparation considerations for S corporation and partnership returns, with an emphasis on reporting accuracy, documentation, and audit readiness.

Participants will examine depreciation reporting, shareholder and partner basis tracking, and common errors identified in IRS examinations. Coverage also addresses documentation standards needed to support return positions and help reduce avoidable compliance issues in business tax filings.

Major Topic:

  • Business tax return preparation
  • Depreciation reporting and calculations
  • Shareholder and partner basis tracking
  • S corporation and partnership reporting requirements
  • Common IRS examination errors and compliance risks
  • Documentation standards and audit readiness

The session is designed to strengthen the review and preparation process by helping tax professionals identify higher-risk areas, evaluate supporting documentation, and apply consistent reporting practices when preparing business returns.

For more Business Tax-related courses, Click Here.

Learning Objectives

  • Identify key depreciation and basis issues that affect business tax return preparation.
  • Apply appropriate reporting practices for S corporation and partnership returns.
  • Analyze shareholder and partner basis information for accurate tax reporting.
  • Recognize common compliance errors identified in IRS examinations.
  • Evaluate documentation needed to support business tax return positions.
  • Assess higher-risk return areas to improve reporting accuracy and audit readiness.

Qualifies For

License details Credits Status
Federal tax-related matters for Annual Filing Season Program (AFSP) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) 1 CE Approved
Federal tax-related matters for LTC 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

Taxes

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Elan Becker

Founder
Enrolled Agent Concierge

  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating

Artificial intelligence can streamline tax research, document analysis, and return preparation, but using these tools with client information can introduce significant confidentiality risks. Tax practitioners must recognize how Section 7216 governs the use and disclosure of tax return information as they prepare for the upcoming filing season.

This session examines the broad definition of tax return information, permitted disclosures, and situations requiring specific taxpayer consent. It addresses the limitations of general engagement letters and vendor privacy assurances, along with potential pitfalls involving overseas access, data retention and reuse, model training, and incomplete de-identification of taxpayer information.

Major Topic:

  • Section 7216 and AI-assisted tax workflows
  • Definition and protection of tax return information
  • Permitted disclosures and taxpayer consent requirements
  • Overseas access, data retention, reuse, and model training risks
  • Limitations of de-identification and vendor privacy assurances
  • Documentation, penalties, and practitioner diligence

Through practical examples, participants will identify AI-related disclosure risks, assess consent requirements, and document the basis for permitted uses and disclosures. The session also highlights potential civil and criminal penalties and the importance of practitioner diligence when reviewing AI-generated tax work.

For more Taxes-related courses, Click Here.

Learning Objectives

  • Explain how Section 7216 applies to AI-assisted tax workflows.
  • Identify tax return information and potential disclosure risks.
  • Distinguish permitted disclosures from those requiring taxpayer consent.
  • Recognize confidentiality risks involving overseas access and model training.
  • Assess the limitations of de-identification and vendor assurances.
  • Identify documentation practices and potential penalties for improper disclosures.

Qualifies For

License details Credits Status
Federal tax-related matters for Annual Filing Season Program (AFSP) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) 1 CE Approved
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) 1 CE Approved
Federal tax-related matters for LTC 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

Taxes

Course Level

Intermediate

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Nicholas Preusch
Nicholas Preusch

Certified Public Accountant (CPA)
Nicholas Preusch

Nov 23rd, 2026

View More
Elan Becker
Elan Becker

Founder
Enrolled Agent Concierge

Nov 23rd, 2026

View More
Jennifer Galstad Lee
Jennifer Galstad Lee

Attorney
Avara Law

Nov 23rd, 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



Please Wait

While we securely retrieve your payment information.
This may take a few seconds.