Seminar

Year 2026 Tax Update

Register for this course:

You need to be logged in to register. Click here to login or create an account.

Meeting Times:

Friday, January 15, 2027 8:30:00 AM - Friday, January 15, 2027 4:30:00 PM
(The meeting times for all courses are expressed in Mountain Time.)

Price:

$180.00

Pay for 2 or more total days; Discounted Price: $170.00

Pay for 3 or more total days; Discounted Price: $160.00

Location:

DoubleTree
743 Horizon Dr.
Grand Junction, CO 81506
(View on Map)

Delivery Method:

If attending in the CPE4U classroom or a Colorado hotel, the delivery method is Group Live.
If attending over the Internet (online), the delivery method is Group Internet Based.

Credit Hours:

7.0	IRS Federal Tax Update	MF2AY-U-01715-26-O
1.0	IRS Ethics	MF2AY-E-01716-26-O

Field of Study:

Taxes; and Regulatory Ethics (Federal)

Course Level:

Intermediate

Prerequisites:

Working knowledge of federal taxation

General Description:

This comprehensive federal Tax Update will cover all new tax legislation, including a comprehensive review of the changes made by TOBBB including subsequent regulatory guidance; other new tax legislation; and other new regulations, cases, and rulings in all areas of federal taxation. This description will be updated online in October.

Learning Objective:

After completing this course the participant will be able to:

Describe the legislative changes made by TOBBB including all regulatory guidance which affects bonus depreciation, Trump Accounts, phaseout of itemized deductions, cutback on charitable contributions for individuals and corporations, charitable contribution deduction for non-itemizers, minimum deduction under §199A, and the latest on tips, overtime, and auto loan interest.

Discuss retirement changes and increased funding limits for retirement plans in 2026.

Discuss the latest guidance on digital assets.

Describe the options for distributions from qualified plans and IRAs and proposed regs.

Explain new developments that affect S corporations, LLCs, and partnerships, including the PTE election and requirements for Form 8308 and Form 7217.

Summarize the most recent tax accounting provisions, including changes in method.

Describe the latest changes affecting passive activity losses, including whether the income or loss from an Airbnb/Vrbo is reported on Schedule C or Schedule E.

Discuss the current status of the return preparer rules, e-filing requirements, and PTINs.

Describe the latest developments in IRS procedures and practices, including proposed changes to Circular 230.

Discuss the recent changes in the estate & gift tax rules, including CRT as listed transaction.

Discuss recent developments in employment and self-employment tax, including the current status of SE income for members of an LLC.

Instructors:

Mark Merric is a CPA and an attorney and holds a master of taxation degree. He is an adjunct professor at the University of Denver Graduate Tax Program and the University of Colorado Denver MS in Taxation program, and a lecturer for Fudan University’s Master of Taxation program (second ranked in China). He manages his own law firm where he concentrates on domestic and international business transactions, international taxation, and estate planning. He has spoken nationally and internationally more than 600 times, authored and co-authored more than 80 articles nationally, and is quoted in the Wall Street Journal, Forbes, and the Boston Herald.

Related Courses:

Seminar Name	Date	Location

CPE4U Colorado provides continuing professional education seminars for accountants, attorneys, enrolled agents, and tax return preparers in Denver and Grand Junction, Colorado. These classes range from two hours to two days in duration and are scheduled on weekdays from April 22, 2024, through February 7, 2025. Classes taught in our own classrooms are also broadcast live over the Internet.

Upcoming Classes & Seminars

Please wait while the upcoming seminars are loaded...

Web Links

Contact Us

CPE4U Colorado
4380 S Syracuse St Ste 110, Denver, Colorado 80237
720-389-5900 · Fax 720-708-3246
info@cpe4ucolorado.com