1040 Tax In Depth - Live Webinar

Date

October 29th 8am to 4pm
October 30th 8am to 4pm

Seminar Rates

Members:

$410

Non Members:

$460

Deadline to Register: October 27th

Location:

LIVE WEBINAR

You'll participate from your home or office

CPE - 16 Credits Tax

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1040 Tax In Depth - Live Webinar

Speaker: Bob Jennings

This is a LIVE WEBINAR, not an in person seminar.

Identify the key individual tax provisions of the One Big Beautiful Bill Act effective for 2026, including the No Tax on Tips, No Tax on Overtime, auto loan interest, and senior bonus deductions, along with their dollar limits and MAGI phase-outs.

Apply the final IRS regulations on qualified tipped occupations and qualified overtime compensation, including new W-2, 1099, and Schedule 1-A reporting requirements.

Recognize the 2026 changes to itemized deductions, including the $40,400 SALT cap, the 0.5% AGI charitable floor, reinstated mortgage insurance premiums, and the expanded two-page Schedule A.

Summarize the OBBBA's savings and education provisions, including Trump Accounts, expanded 529 distributions, ABLE account changes, and the new Federal Scholarship Tax Credit.

Explain the permanent extension and modification of the Qualified Opportunity Zone program and its planning implications for 2026 and beyond.

Differentiate Pre-Enactment from Post-Enactment QSBS under Section 1202, and apply the new $15 million gain exclusion cap, $75 million gross asset ceiling, and tiered 50%/75%/100% holding-period exclusions.

Determine when a loss on small business stock qualifies for ordinary loss treatment under Section 1244, calculate the annual $50,000/$100,000 limits, and properly report the loss on Form 4797.course explains the entirety of individual new OBBBA law changes with 8 hours of new tax law. We then spend 8 hours reviewing and explaining compliance issues for foreign reporting, retirement, dependent care, form 1040 reporting items, security requirements & WISP, itemized deductions, sole proprietors, capital gains and all other major individual tax return topics.

Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.

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