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

$299Sale

Save $70 off the regular $369 price

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

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.

Get 16 hours of live tax education, expert Q&A, recordings, and the digital Big Book of Taxes for about what many eight-hour updates cost.

Build the understanding you need to prepare returns and explain your recommendations with greater confidence.

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.

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

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.

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)

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

Choose Your Registration Option

Virtual Tax Update

$369

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

Best Value

Total Practice Gold

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

Get the complete Virtual Tax Update plus a full year of education and practice resources for just $30 more.

Membership includes the full 16-hour program, its recordings, and the digital Big Book of Taxes, plus:

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

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 Schedule

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.

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.