January 2026 Micro Tax Update - Last Minute Tax Season Warm-Up - 2 Hours CPE

January 2026 Micro Tax Update - Tax Season Warm-Up: What Changed, What Matters, What to Watch 

A Last-Minute Tax Season Warm-Up You Can’t Afford to Skip

The start of tax season is not the time to discover what changed — it’s when you need to be decisive, confident, and proactive.

This January 2026 Micro Tax Update is a focused, practitioner-level refresher on the One Big Beautiful Bill Act and delayed SECURE 2.0 provisions that directly affect the preparation of 2025 tax returns and the planning decisions you’ll be making with clients for 2026.

This isn’t theory. These are changes that impact:

●     What shows up on Forms W-2, 1099s, Schedule 1-A, and new elections

●     Which deductions, credits, and planning strategies are still available — and which quietly disappeared

●     How you advise clients before mistakes are made, not after notices arrive

If you prepare individual returns, advise business owners, or provide year-round tax planning, this course is your tax season warm-up — designed to get your brain back into “update mode” before the phones start ringing.

Why You Should Care

Several provisions covered in this course:

●     Apply retroactively or newly beginning in 2025

●     Introduce new forms, elections, thresholds, and reporting rules

●     Create planning opportunities that are easy to miss if you rely on last year’s playbook

Missing or misunderstanding these changes can mean:

●     Lost deductions or credits for clients

●     Incorrect return positions

●     Missed advisory conversations that could have added real value

This update helps you avoid those pitfalls — quickly and efficiently.

What You’ll Learn

In just 2 hours, you’ll get a clear, practical walkthrough of:

●     Key provisions of the One Big Beautiful Bill Act affecting individuals and businesses

●     Delayed SECURE 2.0 changes now impacting retirement planning and reporting

●     New and expanded deductions (standard, senior, SALT, QBI, business interest, depreciation)

●     Major changes to credits (Child Tax Credit, Adoption Credit, CDCC, environmental credits)

●     Reporting and compliance updates (1099-K, 1099-NEC, overtime and tip deductions)

●     Planning implications for Trump Accounts, 529 expansions, QSBS, Opportunity Funds, and more

●     IRS procedural updates, including First-Time Abatement and the MATH Act

Every topic is presented with an eye toward real-world return preparation and client conversations, not academic theory.

How This Helps You This Tax Season

After completing this course, you’ll be able to:

●     Prepare 2025 returns with greater confidence and fewer surprises

●     Spot planning opportunities for 2026 while they still matter

●     Answer client questions clearly when they ask, “Didn’t the law change on this?”

●     Start the season informed instead of scrambling to catch up

Think of this as your reset button — a fast, focused way to align your knowledge with the rules you’ll actually be using in the weeks ahead.