MYCPE ONE

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

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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.

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Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 2 Taxes
EA 2 Federal tax-related matters
AFSP 2 Federal tax-related matters
CRTP 2 Federal tax-related matters
ORTP 2 Federal tax-related matters
Maryland Tax Preparer 2 Federal tax-related matters
DE LPA 2 Taxes
LTC 2 Federal tax-related matters
IA LPA 2 Taxes
ME LPA 2 Taxes

Sessions

Nov 23rd, 2026

Speakers:
Speaker Name
Nicholas Preusch

Certified Public Accountant (CPA)
Nicholas Preusch

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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

-

1:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Elan Becker

Founder
Enrolled Agent Concierge

  • 4.7
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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) (Approval No. GEHNZ-T-03446-26-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02889) 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-03446-26-O) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03446-26-O) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03446-26-O) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03446-26-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

-

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

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



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