Live Webinar Series | November 2026–January 2027

2026 Virtual Tax Update & Review

16 hours of expert-led tax CPE covering the federal tax changes, IRS guidance, planning issues, and practical updates tax professionals need for the 2027 filing season.

Get ready for 2026 tax returns and the 2027 filing season with practical instruction from Lee Reams Sr., EA, and Mike Gleeson, MST.

Designed for CPAs, enrolled agents, California registered tax preparers, and other tax professionals, this federal tax update includes eight two-hour live sessions, expert Q&A, and session recordings.

Your registration also includes the digital Big Book of Taxes, a 1,500-page reference you can use throughout the year.

16 CPE Hours 8 Live Sessions Live Expert Q&A Big Book of Taxes

Current registration rate

299.00Sale

Original Price $369 YOU SAVE $70

Best value

Total Practice Gold includes this complete program plus unlimited self-study CPE, monthly tax updates, and MAX tax research for $399/year, just $30 more.

Explore Total Practice Gold for $399

Prepare for the 2027 Tax Season With a Comprehensive 2026 Tax Update

The 2026 Virtual Tax Update & Review is a 16-hour live continuing education program for CPAs, Enrolled Agents, CTEC tax preparers, and other tax professionals.

Led by experienced tax educators, the program covers important federal tax law changes, IRS guidance, court decisions, planning considerations, and filing-season issues affecting individuals and businesses.

Rather than simply summarizing new rules, each session focuses on how the changes apply in real client situations and what tax professionals should be watching for as they prepare 2026 returns.

Registration also includes the Big Book of Taxes seminar edition, giving you a detailed tax reference to use during and after the program.

What You’ll Learn

By the end of the 2026 Virtual Tax Update & Review, you will be better prepared to:

Learning objectives. After completing this program, you will be able to:

  • Identify significant federal tax law changes affecting 2026 returns
  • Understand recent IRS guidance and administrative developments
  • Evaluate tax planning considerations for individuals and businesses
  • Recognize filing-season issues that may require additional research
  • Apply new rules to common client situations
  • Identify areas where federal and state treatment may differ
  • Prepare for client questions arising during the 2027 filing season 

Curriculum Highlights

Topics being developed include:

  • SECURE 2.0 provisions
  • Delayed One Big Beautiful Bill Act (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
  • Qualified longevity annuity contracts (QLACs)
  • Pension-linked emergency savings accounts
  • Claim-of-right issues
  • Self-rental issues and life settlements
  • Prediction market transactions
  • Digital assets, including mining, staking, NFTs, hard forks, and payroll

The curriculum continues to develop as legislation, IRS guidance, and court decisions emerge, keeping the program focused on timely issues and practical application.

Who Should Attend

CPAs, enrolled agents, California registered tax preparers (CRTPs), tax return preparers, tax advisors, and accounting professionals who prepare or review tax returns.

Included — The Digital Big Book of Taxes 

Your registration includes the digital Big Book of Taxes, a 1,500-page tax reference organized for working practitioners.

Follow along during the program, revisit complex topics afterward, and research questions that come up while preparing returns or advising clients.

Together, the live instruction, session recordings, and Big Book of Taxes give you resources to keep using after the program ends.

You will leave with a clearer understanding of:

Course:
2026 Virtual Tax Update & Review
CPE Hours:
16
Format:
Live online webinar series
Sessions:
8
Dates:
November 2026–January 2027
Level:
Intermediate
Prerequisites:
General knowledge of federal taxation
Advanced Preparation:
None
Field of Study:
Taxes
Eligible Credit:
CPA / EA / CTEC, subject to applicable requirements
Included Materials:
Big Book of Taxes seminar edition
Instructors:
Lee Reams Sr., EA and Mike Gleeson, MST

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

Lee Reams Sr. is an enrolled agent, senior editor, and CTEC board member who has spent decades teaching practical federal and California tax law. He connects technical rules with the real return-preparation and client-advising questions practitioners face.

Mike Gleeson, MST

Mike Gleeson, MST

Mike Gleeson is Director of Tax Intelligence at CountingWorks, where he leads tax research and technical education. He previously served as a Tax Law Specialist in the IRS Office of Chief Counsel and covered federal tax policy as a Capitol Hill correspondent for Tax Analysts, publisher of Tax Notes. Mike brings valuable context to how tax law is written, interpreted, and applied to your clients.

Choose Your Registration Option

Virtual Tax Update

$299 · Save $70 off the regular $369 price

Your registration includes:

  • 16 CPE hours across eight two-hour live sessions
  • Live expert Q&A with Lee Reams Sr. and Mike Gleeson
  • Session recordings for review
  • The digital 1,500-page Big Book of Taxes
  • Multiple date options from November through January

Make It Your Firm's Tax-Season Kickoff

Many firms use the Virtual Tax Update as their annual tax-season training. Bringing your team through the same program helps you:

  • Build consistent positions: Give staff a shared understanding of new legislation, IRS guidance, and court decisions.
  • Field fewer internal questions: Prepare the team before filing season instead of handling each development one question at a time.
  • Improve client conversations: Help staff explain changes clearly and spot issues that need planning.
  • Work more efficiently: Returns move faster when everyone starts the season with a stronger grasp of the rules.

Save 15% per seat for 3–9 attendees, or 20% per seat for 10 or more. Team discounts are applied at checkout.

Course Details

Complete eight two-hour lessons, with live sessions offered on multiple dates from November 2, 2026, through January 21, 2027. Choose the dates that fit your schedule, join live to ask questions, and use the included recordings to revisit the material afterward.

Course details
DetailInformation
CPE credit16 hours
Field of studyTaxes
Eligible credentialsCPA, EA, and CTEC (CRTP), subject to applicable requirements
Instructional deliveryGroup Internet-Based (live online webinar); recordings included for review
SessionsEight two-hour lessons
Program levelIntermediate
PrerequisitesWorking knowledge of federal taxation
Advance preparationNone
Included referenceDigital Big Book of Taxes, 1,500 pages
InstructorsLee Reams Sr., EA, and Mike Gleeson, MST

CPE and CE credit: To earn credit, you must attend the live sessions and meet the participation requirements. Watching recordings does not qualify for credit. Credit acceptance is subject to the requirements of your credential and licensing body.

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

You'll receive session links and a confirmation of your dates after you register.

Frequently Asked Questions

How many CPE hours does the 2026 Virtual Tax Update provide?

The program provides 16 CPE hours across eight live online sessions.

Who can earn CPE credit from this program?

The program is designed for CPAs, Enrolled Agents, CTEC-registered tax preparers, and other tax professionals, subject to the requirements of the applicable licensing or regulatory organization.

Is the 2026 Tax Update live or self-study?

The program is delivered as a live online webinar series running from November 2026 through January 2027.

Is the Big Book of Taxes included?

Yes. Registration includes the Big Book of Taxes seminar edition for use during the course and as a tax reference afterward.

Is this course included in Total Practice?

Yes. The full 16-hour Virtual Tax Update & Review is included with eligible Total Practice memberships, including Gold.

What topics are covered?

The course covers major federal tax developments, IRS guidance, court decisions, tax planning issues, and practical filing-season considerations affecting 2026 returns.

Be Ready for Filing Season

Get 16 hours of practical tax education, live expert Q&A, session recordings, and a 1,500-page digital reference you can use all year.

Register for $299, or choose Total Practice Gold for $399/year.