Register

Pick your days

Early bird: $900 for the full conference (regularly $1,000) through October 31. The discount is applied automatically; your cart shows it before you pay.

Single day

$300/day

Any one day · 8 CPE credits

Live online; each day's hours are below
Course materials, certificate and Live Replay

Tue Nov 17Individual Tax Update Wed Nov 18Business Tax Update Thu Nov 19AI and Excel Fri Nov 20Security and What's Next

Federal Tax Update

$549

Nov 17 and 18 · 16 CPE credits in Taxes · save $51

Individual tax update
Business tax update
Live Replay of both days

Register for the tax days

Best value

Full Conference

~~$1,000~~ $900

All four days · 32 CPE credits · save $300

Both federal tax days with Art Werner
Both technology days with Steve Yoss
+8 bonus CPE to use on any course within a year
Live Replay of every day, updated as the material is

Register for all four days

Not available with CPE Today credit passes.

The four days

Two days of federal tax. Two days of technology.

TueNov 17

Federal tax · 8 CPE

Individual Tax Update

Art Werner, J.D., M.S. (Taxation)

10:00 AM–5:10 PM ET · 7:00 AM–2:10 PM PT

2026 Form 1040 returns and 2027 client decisions, worked through real cases.

Schedule 1-A: tips, overtime, seniors and car loan interest
SALT phase-down, PTET and the new charitable floor
The 90% limit on wagering losses
Family credits, 529s, Trump Accounts and HSAs
Digital assets, equity compensation, home sales and rentals
Estate and gift baseline and 2027 planning

What you'll learn

WedNov 18

Federal tax · 8 CPE

Business Tax Update

Art Werner, J.D., M.S. (Taxation)

10:00 AM–5:10 PM ET · 7:00 AM–2:10 PM PT

From the entity return to the owner's: elections, basis and what to do before 2027.

Section 199A QBI, now permanent
Bonus depreciation, Section 179 and production property
Section 174A research costs and the transition elections
The restored 163(j) interest calculation
Payroll reporting, Section 45F and energy-credit cutoffs
Owner basis, QSBS, cross-border and 2027 transactions

What you'll learn

ThuNov 19

Technology · 8 CPE

AI and Excel

Steve Yoss, CPA, M.S.

10:00 AM–7:00 PM ET · 7:00 AM–4:00 PM PT

Two practical AI sessions, then a half day of the Excel formulas accountants rely on.

AI tools for reporting, forecasting, audit analytics and client service
Measuring the return on your AI investment
Agentic AI and the platforms that connect your workflows
XLOOKUP, INDEX & MATCH and dynamic arrays
Depreciation, loan and interest formulas: SLN, DDB, PMT, IPMT, NPV and IRR
Statistical analysis, and Power Query feeding your formulas clean data

What you'll learn

FriNov 20

Technology · 8 CPE

Security and What's Next

Steve Yoss, CPA, M.S.

10:00 AM–6:30 PM ET · 7:00 AM–3:30 PM PT

Protect your practice in the morning, then plan the technology that carries a firm into 2027.

Business email compromise, ransomware and social engineering in 2026
Zero Trust, multi-factor authentication and identity management
Unauthorized AI tools and data governance in your firm
The rising standard for cybersecurity due diligence
Hardware, software and collaboration trends worth acting on
Products to consider and emerging technology you may have missed

What you'll learn

Inside the tax days

400 minutes of teaching a day, built around the decisions you'll actually make

Nov 17

Individual Tax Update

2026 Returns · 2027 Planning · Advanced · 8 CPE in Taxes

Calculate the new deductions with the right filing status and MAGI, reconcile the information returns to the client's records, and leave with 2027 recommendations you can defend.

The course map

Return-year framework50 min

2026 baselines, Schedule 1-A and threshold interactions
Worker deductions70 min

Tips, overtime, the senior deduction and vehicle interest
Itemized deductions70 min

SALT, PTET, the charitable floor and wagering losses
Families and savings60 min

Credits, 529 plans, Trump Accounts, HSA and retirement limits
Investment and property75 min

Digital assets, equity compensation, home sales and rentals
Transfer tax and planning75 min

Estate and gift baseline, 2027 decisions, integrated case

Cases you'll work

Tips phaseout

A single service worker has $184,000 of MAGI and $30,000 of qualified tips, but the W-2 shows only $22,000. Can tip-pool records bridge the difference?

SALT and PTET

A joint filer at $570,000 of MAGI has $49,000 of state and local taxes and an entity that elected PTET. What does the entity deduct, and what does the owner?

ISO exercise

An employee exercises incentive stock options late in 2026 and plans to sell in 2027 to pay the tax. How big is the AMT exposure before there is any cash?

Course details, objectives and materials

Nov 18

Business Tax Update

2026 Returns · 2027 Planning · Advanced · 8 CPE in Taxes

Connect the entity to the owner: apply the 2026 rules for QBI, cost recovery, research and interest, quantify what elections and effective dates are worth, and act before the contract or the closing.

The course map

QBI and law changes55 min

Section 199A, the effective-date framework and owner consequences
Capital investment75 min

Bonus depreciation, Section 179, MACRS, production property and state basis
Research and credit70 min

Section 174A, foreign research costs, Section 41 and documentation
Interest limitation55 min

Section 163(j), aggregation and partnership carryforwards
Credits and deductions50 min

Payroll, Section 45F, charity and energy-credit cutoffs
Ownership and transactions65 min

Basis, Section 1202, cross-border changes and 2027 planning
Integrated case and review30 min

Return map, elections, open facts and debrief

Cases you'll work

Binding contract

A manufacturer signs an equipment contract on Jan. 15, 2025 and places the equipment in service in March 2026. Does 100% bonus depreciation apply?

Section 174A transition

A corporation has $600,000 of unamortized 2022–2024 research costs plus new domestic and foreign costs in 2026. What goes where, and which elections?

QSBS measurement date

A founder's stock was issued July 10, 2025, and a 2026 investor buys in after gross assets pass $75 million. Which shares qualify under the new rules?

Course details, objectives and materials

2026 numbers you'll work with

$40,400SALT cap, reduced above $505,000 of MAGI
$25,000Cap on the qualified tips deduction
$12,500Overtime premium deduction ($25,000 joint)
$6,000Senior deduction per eligible taxpayer
0.5%New floor on individual charitable deductions
90%Of wagering losses deductible, starting in 2026
$2.56MSection 179 limit for 2026
$15MQSBS gain cap for stock issued after July 4, 2025

Inside the technology days

Two days of tools you'll use the next morning

Nov 19

Technology Day: AI and Excel

AI · Automation · Excel · 8 CPE in Information Technology and Specialized Knowledge

Start with AI you can put to work this quarter, see how agentic automation ties together the tools you already own, then spend the afternoon on the Excel formulas accountants rely on most.

The day

10:00–11:45 AM ET · 2 CPE
AI: Real Tools, Real Results
Practical AI for reporting, forecasting, audit analytics and client service, and how to measure what it returns.
12:30–2:30 PM ET · 2 CPE
Strategic Automation: Agentic AI Platform Applications
How agentic AI and integration platforms (iPaaS) carry out multi-step work across your systems.
3:00–7:00 PM ET · 4 CPE
Excel Formulas Accountants & Financial Professionals Need to Know
Lookups, dynamic arrays, depreciation, loan and statistical functions, with tables and Power Query.

You'll leave able to

Put AI to work

Apply AI tools to accounting and finance workflows, and judge the return against the effort.

Automate the hand-offs

Explain where agentic AI fits in a business process, and which integration platforms can run it.

Find anything in a workbook

Pull data with XLOOKUP or INDEX & MATCH, and build depreciation, loan and interest schedules from formulas.

Nov 20

Technology Strategy: Security and What's Next

Cybersecurity · Technology Update · 8 CPE in Information Technology

Protect the practice first: the threats most likely to reach a firm in 2026 and the defenses that stop them. Then four hours on the hardware, software and services worth planning for in 2027.

The day

10:00 AM–2:00 PM ET · 4 CPE
Cybersecurity 2026 Defense for CPAs
Business email compromise, ransomware and social engineering; Zero Trust and multi-factor authentication; unauthorized AI and data governance.
2:30–6:30 PM ET · 4 CPE
Technology Update
Hardware trends, software innovations, communication and collaboration tools, security issues and the products worth considering.

You'll leave able to

Spot the attack

Tell current business email compromise from other social engineering, and follow a ransomware attack from start to finish.

Lock the doors

Apply Zero Trust and stronger authentication to client data in the cloud, and set rules for AI tools your staff already use.

Plan the next year

Identify the hardware, software and communication trends worth acting on, and the products to consider.

Tools and ideas you'll work with

XLOOKUPLookups that go beyond VLOOKUP
FILTER · SORTDynamic arrays that spill their results
PMT · IRRLoan, interest and return math
Power QueryClean data feeding your formulas
Agentic AIAI that completes multi-step work
iPaaSPlatforms that connect your applications
Zero TrustVerify every user and every device
MFAIdentity is the new perimeter

Why this week

Walk into busy season already fluent in the new law

01

Two workstreams, one tax year

Much of the One Big Beautiful Bill Act lands on a full-year return for the first time in 2026. Every topic separates the 2026 return position from the 2027 decision with a deadline, so you can prepare the return and advise on what comes next.

02

Cases, not just slides

Each tax day is built around a dozen or more participant cases, from a tips phaseout to a QSBS measurement date. Decide the treatment, defend it, and name the fact that would change it.

03

Taught by a practitioner

Art Werner has delivered more than 3,000 seminars and holds the highest speaker knowledge rating from the Pennsylvania Institute of CPAs, plus the AICPA Outstanding Discussion Leader Award.

04

Watch it again, as it's updated

Every registration includes the Live Replay. Rewatch any day afterward; when the material is updated, the replay is too. And the whole conference runs again as scheduled broadcasts starting December 10 and January 20.

Your instructors

Practitioners, not presenters

Arthur J. Werner, J.D., M.S. (Taxation)

President, Werner-Rocca Seminars · Tax days, Nov 17 and 18

Art specializes in business, tax and estate planning for closely held businesses and high-net-worth families, and taught taxation as an adjunct professor in Philadelphia University's M.S. in Taxation program. He has delivered more than 3,000 seminars over 25 years.

AICPA Outstanding Discussion Leader Award
Highest speaker knowledge rating, PICPA
Recognized by the Florida and South Carolina CPA societies

Stephen M. Yoss, Jr., CPA, M.S.

CEO, Devmatics · Technology days, Nov 19 and 20

Steve is a CPA and continuing education instructor who has taught technology to accounting professionals at CPA societies across the country, with a practical focus on the tools firms actually use: Excel, QuickBooks, Microsoft 365 and AI.

Rated 4.7 out of 5 by more than 700 attendees
Hundreds of CPA society events

Can't make November?

The whole conference runs again

All four days as scheduled broadcasts, with the same attendance checks, the same CPE credit and the same 8 bonus credits for registering for all four.

December broadcastDec 10, 11, 14 and 15, 2026$1,000 for all four days January broadcastJan 20, 21, 22 and 25, 2027$1,000 for all four days

Questions

Good to know

How is the conference delivered?

Live online in our webinar room. Join from a browser on any computer; there is nothing to install. Art Werner teaches the tax days live. The technology days start at the times shown for each day. Attendance checks during each day are how CPE credit is earned.

What are the hours?

The tax days run 10:00 AM to 5:10 PM Eastern (7:00 AM to 2:10 PM Pacific) with a 30-minute lunch. Thursday, Nov 19 runs 10:00 AM to 7:00 PM Eastern (7:00 AM to 4:00 PM Pacific) and Friday, Nov 20 runs 10:00 AM to 6:30 PM Eastern (7:00 AM to 3:30 PM Pacific), with breaks between classes. Every day is a full 8 CPE credits.

Who are the tax days for?

Experienced practitioners. Both tax updates are Advanced level: the individual day assumes you have prepared Form 1040 returns, and the business day assumes you have prepared or reviewed business returns and know pass-through entities and C corporations. No advance preparation is required.

How many CPE credits can I earn?

Each day is 8 hours. The two tax days are in the Taxes field of study (16 hours); the two technology days are in Information Technology and Specialized Knowledge (16 hours). The full conference is 32 hours, plus the 8 bonus credits.

Can I register for just one day?

Yes. Every day is sold on its own, and the two tax days and the full conference are also offered as packages at a lower price per day.

Does it qualify for IRS continuing education?

Absolutely. The federal tax update days qualify for IRS continuing education, and parts of the technology days qualify as well.

Do I get the recordings?

Yes. Every registration includes the Live Replay: watch any day again afterward, and as the material is updated, the replay is updated with it.

What are the 8 bonus CPE credits?

Register for all four days and we add 8 bonus CPE credits to your CPE Today account, to use on any course within the next year. Using them is up to you.

What if I can't attend in November?

The whole conference runs again as scheduled broadcasts: December 10, 11, 14 and 15, and January 20, 21, 22 and 25, 2027. Each is a separate registration.

Can I pay with CPE Today credits?

No. This conference is not available with credit passes; registration is paid at checkout.

Who presents it?

The conference is presented by Werner-Rocca Seminars and CPE Today. Werner-Rocca has delivered more than 4,000 eight-hour seminars to accounting professionals over 20-plus years.

2026 Federal Tax Update & Technology Conference

Pick your days

Single day

Federal Tax Update

Full Conference

Two days of federal tax. Two days of technology.

Individual Tax Update

Business Tax Update

AI and Excel

Security and What's Next

400 minutes of teaching a day, built around the decisions you'll actually make

Individual Tax Update

The course map

Cases you'll work

Business Tax Update

The course map

Cases you'll work

Two days of tools you'll use the next morning

Technology Day: AI and Excel

The day

You'll leave able to

Technology Strategy: Security and What's Next

The day

You'll leave able to

Walk into busy season already fluent in the new law

Two workstreams, one tax year

Cases, not just slides

Taught by a practitioner

Watch it again, as it's updated

Practitioners, not presenters

Arthur J. Werner, J.D., M.S. (Taxation)

Stephen M. Yoss, Jr., CPA, M.S.

The whole conference runs again

Good to know

November 17–20. Up to 32 CPE live, plus 8 bonus.