Course Description:

The tax landscape is shifting fast -- are you ready for the upcoming tax season? Get the critical updates you need to keep your clients ahead. From the sweeping new legislation – One Big Beautiful Bill Act (OBBBA) -- to IRS guidance and court rulings, learn about the key changes impacting individuals and businesses. Packed with planning strategies and practical insights, this update equips you to navigate complexity, uncover opportunities and provide trusted advice in the year ahead.

New tax laws, new cases, IRS guidance, and inflation-driven cost-of-living increases in numerous tax rules present planning opportunities for your clients. Your guidance is needed to help clients navigate the new tax landscape now and get ready for upcoming tax changes. This two-hour CPE course presented by experienced practitioner and instructor Warren M Bergstein, will provide an update on critical year-end tax steps for your individual and Business clients.

Key Topics Covered:

• Roth accounts -- new "Rothification" of catch-up contributions

• Developments in the self-employment tax of LLC members

• Administrative releases, including IRS guidance on misclassification of employees as independent contractors

• New regulations on administrative appeals before the IRS

• Changes to Form W-2 to accommodate OBBBA

Learning Objectives:

• Summarize the key provisions of the One Big Beautiful Bill Act (OBBBA) and their implications for tax planning

• Identify other critical tax developments from the past year affecting compliance and client strategies

• Analyze how recent legislation impacts individuals and businesses

• Apply practical planning strategies to help clients maximize opportunities under the new law

• Identify the latest developments in federal taxation for individual taxpayers

• Prepare for tax changes in 2026

Credits and Other information:

• Credit: 2.0  (Taxes)

• Level: Basic

• Format: Live online webinar

• Duration: 120 minutes

• Requirement: Full attendance

• Prep: None needed

Who Will Benefit:

• CPA

• Enrolled Agents (EAs)

• Tax Professionals

• Attorneys

• Other Tax Preparers

• Finance professionals

• Financial planners

Speaker : Warren M Bergstein

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of taxation and personal finance. At his firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of the Financial Planning Association, the New York State Society of CPAs, New York University, and others. In addition, he is an accomplished author, and has regularly contributed to publications like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily.