2026 Virtual Tax Review & Update Lesson Agenda
2026 Virtual Tax Update & Review Webinar
16 Hours of Continuing Education | 8 Lessons
Prepare for the upcoming tax season with the CountingWorks 2026 Virtual Tax Update & Review Webinar Series. This comprehensive 16-hour program is divided into eight 2-hour lessons covering federal tax law changes, IRS guidance, court decisions, and practical tax planning considerations.
Stay current on the latest tax developments, including provisions of the One Big Beautiful Bill Act (OBBBA), and gain the knowledge you need to confidently prepare for the upcoming tax season.
Each lesson provides 2 hours of continuing education credit, for a total of 16 hours upon completion of all eight lessons.
2026 Virtual Tax Update & Review Webinar – Lesson 1
Course Description: This course covers federal tax issues involving resident and nonresident aliens, foreign income and reporting requirements, the OBBBA remittance excise tax, Form 8300, nonresident alien spouses, clergy compensation, domicile and state residency considerations, and IRS statutes of limitation for refund claims and collections.
NASBA: Field of Study: Taxes
CPE Credit: 2.0 hour
Delivery Method: Group
IRS: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
IRS Program Number: VP8T3-T-00589-26-O
CTEC: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
CTEC Course Number: 1044-CE-05419
2026 Virtual Tax Update & Review Webinar – Lesson 2
Course Description: This course covers the tax treatment and reporting of crowdfunding and cryptocurrency transactions, including digital asset reporting, IRC §61 income principles, the overtime deduction, Medicaid waiver payments, and the qualified tips deduction.
NASBA: Field of Study: Taxes
CPE Credit: 2.0 hour
Delivery Method: Group
IRS: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
IRS Program Number: VP8T3-T-00590-26-O
CTEC: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
CTEC Course Number: 1044-CE-05420
2026 Virtual Tax Update & Review Webinar – Lesson 3
Course Description: This course covers superseding tax returns and information reporting, year-end stock strategies, employee stock options, qualified small business stock, de facto life estates, home sales and residence-to-rental conversions, taxation of legal settlements, and tax planning strategies involving dependent parents and posthumous employee payments.
NASBA: Field of Study: Taxes
CPE Credit: 2.0 hour
Delivery Method: Group
IRS: Field of Study: Federal Tax Update
CE Credit: 2.0 hour
IRS Program Number: VP8T3-U-00591-26-O
CTEC: Field of Study: Federal Tax Update
CE Credit: 2.0 hour
CTEC Course Number: 1044-CE-05421
2026 Virtual Tax Update & Review Webinar – Lesson 4
Course Description: This course covers life insurance taxation and life settlements, interest tracing, Qualified Opportunity Zone changes and planning, research expense deductions and credits, divorce and separation tax issues, tax attributes following the death of a taxpayer, cancellation-of-debt issues for estates, Social Security lump-sum payments, totalization agreements, and renter lease buyouts.
NASBA: Field of Study: Taxes
CPE Credit: 2.0 hour
Delivery Method: Group
IRS: Field of Study: Federal Tax Update
CE Credit: 2.0 hour
IRS Program Number: VP8T3-U-00592-26-O
CTEC: Field of Study: Federal Tax Update
CE Credit: 2.0 hour
CTEC Course Number: 1044-CE-05422
2026 Virtual Tax Update & Review Webinar – Lesson 5
Course Description: This course covers the Section 199A pass-through deduction and OBBBA changes, including QBI, SSTBs, wage and qualified-property limitations, and the new minimum deduction. Additional topics include start-up and organizational costs, hobby loss rules, correcting prior depreciation errors, cost segregation, Form 8594 asset acquisitions, bonus depreciation and Section 179, Qualified Production Property, lavish or extravagant business expenses, and accountable plans for employee expense reimbursements.
NASBA: Field of Study: Taxes
CPE Credit: 2.0 hour
Delivery Method: Group
IRS: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
IRS Program Number: VP8T3-T-00593-26-O
CTEC: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
CTEC Course Number: 1044-CE-05423
2026 Virtual Tax Update & Review Webinar – Lesson 6
Course Description: This course covers self-rental and short-term rental taxation, real estate professional status, passive activity rules, capitalization and repair regulations, roof replacement deductions, business interest limitations, involuntary conversions, limited partner self-employment tax, S corporation reasonable compensation and elections, executor personal liability, noncash prizes, and dependent-related custody disputes.
NASBA: Field of Study: Taxes
CPE Credit: 2.0 hour
Delivery Method: Group
IRS: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
IRS Program Number: VP8T3-T-00594-26-O
CTEC: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
CTEC Course Number: 1044-CE-05424
2026 Virtual Tax Update & Review Webinar – Lesson 7
Course Description: This course covers retirement-related tax provisions, including the 2027 first responder disability pension exclusion, mandatory Roth catch-up contributions, exceptions to the 10% early distribution penalty, IRA rollovers, inherited IRA distribution rules, required minimum distributions (RMDs), and excess accumulation penalties. Additional topics include qualified joint ventures and the deductibility of expenses from failed businesses.
NASBA: Field of Study: Taxes
CPE Credit: 2.0 hour
Delivery Method: Group
IRS: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
IRS Program Number: VP8T3-T-00595-26-O
CTEC: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
CTEC Course Number: 1044-CE-05425
2026 Virtual Tax Update & Review Webinar – Lesson 8
Course Description: This course covers education tax planning, including scholarships, Pell Grants, education credits, Section 529 plans, and gift tax considerations. Additional topics include name, image, and likeness (NIL) income, educator deductions, OBBBA vehicle loan interest deductions, itemized deduction limitations, SALT changes, disaster and wildfire tax relief, paid family and medical leave credits, prediction market transactions, the Saver’s Credit and Saver’s Match, employer student loan assistance, Premium Tax Credit eligibility, and long-term care insurance premium distributions.
NASBA: Field of Study: Taxes
CPE Credit: 2.0 hour
Delivery Method: Group
IRS: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
IRS Program Number: VP8T3-T-00596-26-O
CTEC: Field of Study: Federal Tax Law
CE Credit: 2.0 hour
CTEC Course Number: 1044-CE-05426