Live Replay WebinarBasic level

2026 Federal Individual Tax Update: Form 1040 Changes and Planning Under the New Law

The 2026 filing season is the first in which much of the One Big Beautiful Bill Act lands on a full-year Form 1040, and several of its provisions start on January 1, 2026. This course walks through what is new for 2026 individual returns and what your clients will ask about: the inflation-adjusted rates and standard deduction, the new deductions for tips, overtime, car loan interest and seniors, the higher SALT cap and its phase-down, the Child Tax Credit, the new charitable deduction for non-itemizers and the new limits on itemized deductions, Trump accounts for children, and the energy credits that are no longer available. Art Werner explains each change in practical terms, with examples you can use at the preparer's desk and in client conversations, so you finish the day ready for the 2027 filing season and year-end planning.

CPE Credits8

Field of Study Taxes

Instructor Arthur Werner

Course details

Recommended CPE credit: 8
Field of study: Taxes
Program level: Basic
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Course number: 26c01535

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

How to attend this course

This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.

Nov 17

2026 Federal Tax Update & Technology Conference Conference · Nov 17–20, 2026 · Online · this course runs Nov 17, 2026 · event offers up to 24 credits

$300 View event

Dec 10

2026 Federal Tax Update & Technology Conference: December Broadcast Conference · Dec 10–15, 2026 · Online · this course runs Dec 10, 2026 · event offers up to 32 credits

$300 View event

Jan 20

2026 Federal Tax Update & Technology Conference: January Broadcast Conference · Jan 20–25, 2027 · Online · this course runs Jan 20, 2027 · event offers up to 32 credits

$300 View event

Your instructor

Arthur Werner

Partner · Werner -Rocca Seminars · ★ 4.0 instructor rating

Arthur Joseph Werner, JD, MS in Taxation, serves as president and shareholder of Werner-Rocca Seminars, Ltd., specializing in lectures on business, tax, and estate planning for affluent individuals. A past adjunct professor at Philadelphia University's Master of Science in Taxation program, Werner brings a solid educational background with a B.S. in Accounting and an M.S. in Taxation from Widener University,...

Full profile →