Live Webinar Series · November 2026 – January 2027

2026 Virtual Tax Update & Review

The comprehensive tax update that prepares you for tax season.

16 CPE Hours8 Live SessionsLive Expert Q&ABig Book of Taxes

Go beyond a surface-level summary of what changed. The 2026 Virtual Tax Update & Review gives tax professionals the technical depth, practical guidance, and direct access to seasoned tax experts needed to prepare for the filing season ahead.

Current registration rate

$349

Price after August 31: $369 Complete access to the virtual tax update.

Best value

For $399 per year, Total Practice Gold includes the complete 16-hour Virtual Tax Update plus unlimited CPE, monthly human-led tax updates, the 6-hour California Tax Update, MAX cited AI research, purpose-built Tax Skills, and client intelligence tools — an entire year of tax education for only $50 more.

Explore Total Practice Gold for $399

Trusted by Thousands of Tax Professionals

For more than 30 years, tax professionals have trusted CountingWorks to help them understand complex tax developments and prepare for the questions clients will ask.

For many practitioners and firms, our annual Virtual Tax Update has become the official kickoff to tax season. It is comprehensive, practical, and built by tax professionals who understand how the rules apply to real client situations.

Depth over headlines

More Than a Summary of What Changed

Tax law continues to grow more complicated. New legislation, delayed provisions, IRS guidance, court decisions, technical interpretations, and emerging transactions can all change how the rules apply.

A short overview may tell you what happened. It may not give you enough time to understand the technical details, recognize the planning implications, or confidently answer client questions. That is why this program includes 16 hours of live instruction across eight focused, two-hour sessions.

You will leave with a clearer understanding of:

  • What changed and why it matters
  • Which clients and fact patterns may be affected
  • What technical issues require closer attention
  • What planning opportunities may warrant a conversation
  • How to explain the change clearly to a client

Each session includes live expert Q&A, giving you direct access to experienced instructors when a complex issue needs clarification.

Curriculum

Timely Issues. Practical Application. Technical Depth.

The program covers the major tax developments affecting individual returns, along with important issues shorter updates may overlook. Topics currently being developed include:

  • SECURE 2.0 provisions
  • Delayed OBBBA provisions
  • TCJA qualified opportunity fund deferred income taxable in 2026
  • Deferring 2026 capital gains into an OBBBA qualified opportunity fund
  • Inherited IRA taxation
  • First responder disability retirement exclusions effective in 2027
  • Claim-of-right issues
  • Qualified longevity annuity contracts
  • Pension-linked emergency savings accounts
  • Prediction market transactions
  • Self-rental issues and life settlements
  • Cryptocurrency taxation, including mining, staking, NFTs, hard forks, and payroll

Additional timely developments, IRS guidance, rulings, and court decisions will be added as the program approaches. This is not a recycled course outline — the content continues to evolve so the program reflects the issues tax professionals are most likely to encounter during the coming filing season.

Program design

Why This Program Includes 16 Hours

Tax law has become too complex to cover properly in a single abbreviated update. The goal is not simply to help you earn 16 CPE hours — it is to help you walk into tax season prepared.

  • Explain complicated changes clearly
  • Explore technical details shorter programs may miss
  • Work through practical examples
  • Highlight planning considerations
  • Answer questions directly from attendees
  • Connect new developments to real client situations

Instructors

Seasoned Tax Experts Behind Every Update

Technology can help organize and extend tax intelligence. It cannot replace the experience required to understand why a development matters or how it may apply to a real client.

Lee Reams Sr., EA

Lee Reams Sr., EA

Senior Editor | Tax Educator | CTEC Board Member

Lee Reams Sr. has spent decades educating tax professionals and translating complex tax developments into practical guidance. As a nationally recognized tax educator, Senior Editor, and CTEC board member, Lee helps ensure the program addresses both the technical details and the real-world questions practitioners need to understand. Mike brings an uncommon understanding of how tax law is developed, interpreted, reported, and ultimately applied by working tax professionals.

Mike Gleeson, MST

Mike Gleeson, MST

Director of Tax Intelligence

Mike Gleeson leads the development of CountingWorks tax research, technical content, professional education, and AI-supported guidance. He served as a Tax Law Specialist in the IRS Office of Chief Counsel and previously covered federal tax policy as a Capitol Hill correspondent for Tax Analysts, the publisher of Tax Notes.

Together, Lee, Mike, and the CountingWorks tax intelligence team combine decades of practical tax education with current research and human review. This is professional tax intelligence developed by people who understand the work.

Flexible Enough for a Working Tax Professional

The eight two-hour lessons are offered on multiple dates from November 2026 through January 2027. Choose the available sessions that fit your schedule and complete the lessons over time or in a more concentrated format — more flexibility, less scheduling pressure, and a better way to complete comprehensive tax-season training.

The Big Book of Taxes Is Included

Your registration includes the Big Book of Taxes, the official syllabus and reference guide for the program. The searchable, approximately 1,500-page reference brings together tax explanations, strategies, technical guidance, and the subjects covered during the webinar. Use it during the program, then return to it throughout filing season when client questions arise.

For firms

Turn the Program Into Your Firm's Tax-Season Training

Many firms use the Virtual Tax Update as their annual tax-season kickoff. Bringing the team through the same comprehensive program helps create:

More Consistent Tax Positions

Give staff a shared understanding of new legislation, IRS guidance, court decisions, and technical interpretations.

Fewer Internal Questions

Prepare the team before filing season begins instead of addressing every development one question at a time.

Better Client Conversations

Help staff explain important changes more clearly and recognize issues that may require additional planning.

Greater Preparation Efficiency

Returns move more efficiently when the team begins the season with a stronger understanding of the rules.

Firm pricing is available

3 to 9 attendees: save 15% per seat · 10 or more attendees: save 20% per seat (applied at checkout)

Register Your Team

What You Will Walk Away With

  • A clear understanding of the most important tax developments
  • Practical answers to questions clients are likely to ask
  • Greater awareness of technical issues and planning opportunities
  • Direct clarification through live expert Q&A
  • 16 hours of qualifying CPE
  • The Big Book of Taxes for use throughout filing season
  • Greater confidence heading into the coming tax season
  • A practical plan for applying what you learn

Registration

Choose Your Registration Option

Virtual Tax Update

$349 through August 31 · $369 after August 31

  • 16 CPE hours
  • 8 live, two-hour sessions
  • Live expert Q&A
  • The Big Book of Taxes
  • Multiple scheduling options
  • Comprehensive tax-season preparation

Total Practice Gold

$399 per year · includes the complete Virtual Tax Update plus:

  • Unlimited self-study CPE
  • Monthly human-led tax updates
  • The 6-hour California Tax Update
  • MAX cited AI tax research
  • Purpose-built Tax Skills
  • Client impact and planning analysis
  • Capacity for 100 imported clients
  • 100,000 annual MAX credits
Choose Total Practice Gold for $399

Course Schedule

November 2, 2026 – January 21, 2027

  • Review of tax law changes
  • IRS guidance and court cases
  • Practical examples and planning considerations
  • Interactive Q&A

Monday

Pacific and Eastern Time

Lesson 1

8:00 AM - 9:50 AM

Lesson 2

10:00 AM - 11:50 AM

Lunch Break

Lesson 3

1:00 PM - 2:50 PM

Lesson 4

3:00 PM - 4:50 PM

Tuesday

Pacific and Eastern Time

Lesson 5

8:00 AM - 9:50 AM

Lesson 6

10:00 AM - 11:50 AM

Lunch Break

Lesson 7

1:00 PM - 2:50 PM

Lesson 8

3:00 PM - 4:50 PM

Wednesday

Pacific and Eastern Time

Lesson 1

8:00 AM - 9:50 AM

Lesson 2

10:00 AM - 11:50 AM

Lunch Break

Lesson 3

1:00 PM - 2:50 PM

Lesson 4

3:00 PM - 4:50 PM

Thursday

Pacific and Eastern Time

Lesson 5

8:00 AM - 9:50 AM

Lesson 6

10:00 AM - 11:50 AM

Lunch Break

Lesson 7

1:00 PM - 2:50 PM

Lesson 8

3:00 PM - 4:50 PM

Program information

Course Details

CPE Hours
16 CPE Credits (Federal Taxation)
Accreditation
CTEC, IRS, Enrolled Agents, CPAs
Field of Study
Federal Taxation
Instructional Delivery
Group Internet-Based
Level
Intermediate
Prerequisites
None
Advanced Preparation
Overview of Federal Income Taxation or comparable knowledge is recommended.

Refund Policy

Refunds will be granted only if requested at least ten days before the webinar begins; 10% of the fee will be withheld from all refunds. Cancellations within 10 business days of the conference date can only be credited to your account for a future webinar date. Please note that no recordings will be provided. For additional details or questions, please contact us at 1-800-384-1101.

Conference Schedule

Each session will be presented live with a detailed schedule and session times provided upon registration. Sessions will be available in both Pacific and Eastern Time. Don’t forget to save the dates once you register!

CountingWorks, Inc. is an approved provider for IRS, NASBA QAS, and CTEC, providing continuing education for CPAs, EAs, IRS, and CRTPs. Visit www.nasbaregistry.org for more information on registered sponsors.

Prepare Now for the Questions Clients Will Ask Next

Do not enter another filing season relying on a surface-level summary. Get the technical depth, practical guidance, live access, and comprehensive reference materials you need to serve clients with greater confidence.

The current $349 registration rate is available through August 31.