2026 TAX UPDATE PART 2 – Group Live
At the conclusion of the program participants will have achieved the following learning objectives:
- Become current on selected legislation, cases, rulings, regulations that have occurred during 2026 as well as selected currently relevant topics.
- Recognize situations described in the program that may affect clients or their tax returns.
- Be able to describe those tax issues to clients.
- Develop appropriate responses or plans for such issues based on client circumstances.
Update Part 2 Topics:
- What’s new. An annual update on recent legislation, cases, regulations, and rulings.
- Partnership hot assets and modification of hot asset reporting requirements
- How cash value life insurance policies can trigger significant unexpected income tax liabilities.
- The dangers of terminating vested interests in irrevocable trusts
- Focus topics: short discussions of selected topics
- OBBBA updates
- Handling nonfilers
- Ethics: Artificial intelligence’s new challenges to client confidentiality
