Description
August 2026 Tax Briefing: Key Updates and Planning Insights for Professionals
| Learning Objective: By taking this course, students will learn about the end of the TCJA QOFs and the 180-day rule, the gift tax relief for contributions to Trump Accounts, the three possible rollovers to ABLE accounts, the Form 1099-R modifications to accommodate Trump Accounts, qualified long-term care distributions (QLTCDs) and QCDs, the IRS’ new automatic exemption from penalty (AEP), what preparers should watch out for with QOFs in 2026 and 2027, IRS reviews of ERC claims, including relevant preparer Q&A, the Tax Court Corner, and the Fraud Blotter. |
| CPE Hours: | Federal Tax Update = 1 CPE Credit / Total = 1 CPE Credit |
| Accreditation: | CTEC, IRS, Enrolled Agents, NASBA CPA |
| Field of Study: | Federal Tax Update |
| Publication Date: | 8/1/2026 |
| Instructional Delivery Method: | Group Internet-Based |
| Level: | Intermediate |
| Prerequisites: | None |
| Advanced Preparation: | No Advanced Preparation Required |
| Author: | Lee Reams, Sr., BSME, EA |
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Course Material: A copy of the course material is available for download under the Additional References tab. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101 Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. CountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs. Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 |

