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2026 Federal Tax Update & Technology Conference
★★★★★
4.6 · 152 attendee ratings across these sessions
Four days of CPE, live online, presented by Werner-Rocca Seminars and CPE Today. Art Werner, J.D., M.S. (Taxation), leads two advanced, case-based federal tax days built for 2026 returns and 2027 planning. November 17 is the individual tax update: the Schedule 1-A deductions for tips, overtime,...
Presented in partnership with CPE Today.
On the agenda
2026 Federal Individual Tax Update: Form 1040...
2026 Federal Business Tax Update: Pass-Throughs,...
Excel Formula's Accountants & Financial...
K2's Strategic Automation: Agentic AI Platform...
K2’s AI: Real Tools, Real Results
K2's Technology Update
Cybersecurity 2026 Defense for CPAs
7 sessions across 4 days, taught by Arthur Werner and Stephen Yoss — see the full agenda ↓
About this event
Four days of CPE, live online, presented by Werner-Rocca Seminars and CPE Today. Art Werner, J.D., M.S. (Taxation), leads two advanced, case-based federal tax days built for 2026 returns and 2027 planning. November 17 is the individual tax update: the Schedule 1-A deductions for tips, overtime, seniors and car loan interest, the SALT phase-down and PTET, the new charitable floor and wagering-loss limit, family and savings provisions, digital assets and equity compensation. November 18 is the business tax update: QBI, bonus depreciation and Section 179, qualified production property, Section 174A research costs, the restored 163(j) calculation, owner basis and QSBS. Steve Yoss, CPA, leads the technology day on November 19 and technology strategy on November 20. Register for the full conference, the two tax days, or any single day.
Register — pick your days or sessions
Add the whole event, a single day, or a single session — click any class to see its details. Your running total updates as you go.
Day 1 Tuesday, November 17, 2026
1 session · 8 CPE Credits
$300.00
10:00 AM – 5:10 PM · Arthur Werner · 8 CPE CreditsTaxes
Day 2 Wednesday, November 18, 2026
1 session · 8 CPE Credits
$300.00
10:00 AM – 5:10 PM · Arthur Werner · 8 CPE CreditsTaxes
Day 3 Thursday, November 19, 2026
3 sessions · 8 CPE Credits
$300.00
3:00 – 7:00 PM · Stephen Yoss · 4 CPE CreditsSpecialized Knowledge
Included
12:30 – 2:30 PM · Stephen Yoss · 2 CPE CreditsInformation Technology
Included
10:00 – 11:45 AM · Stephen Yoss · 2 CPE CreditsInformation Technology
Included
Day 4 Friday, November 20, 2026
2 sessions · 8 CPE Credits
$300.00
2:30 – 6:30 PM · Stephen Yoss · 4 CPE CreditsInformation Technology
Included
10:00 AM – 2:00 PM · Stephen Yoss · 4 CPE CreditsInformation Technology
Included
Your instructors
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 →
Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
Full profile →Co-sponsored with your state society
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What attendees say about these sessions
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★★★★★
“Just wanted to say how much I enjoyed Steve's knowledge and manner. The course was very helpful and kept me very engaged. Appreciate all the tips and recommendations. Scheduling more classes soon! Eva”
★★★★★
“Steve has a solid understanding of data security which is great!”
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