Get Ready for Filing Season Webinar

Wednesday, January 28, 2026
1:00-3:00 pm

Join us in January for an essential update on tax law changes and planning strategies that will shape the year ahead. This webinar will cover practical guidance related to the One Big Beautiful Bill Act on things like reporting income accurately, navigating new compliance requirements, and leveraging these recent legislative updates to benefit your clients. We’ll also explore enhancements to credits and savings plans, electronic payment best practices, and forward-looking planning considerations for 2026. Whether you’re focused on individual or business tax issues, this session will help you stay informed and prepared for what’s next.

2 CPE Credits

Webinar Details

Fall Tax School webinars feature live audio and video instruction, plus a PowerPoint presentation. Each course includes a set of materials that accompany the course presentation.

Date: Thursday, January 28, 1:00 – 3:00 pm Central
Registration Fee: $110.00
CPE Credits: Up to 2.0 based on attendance and completion of engagement activities.
CPE Filings Available: IRS

The webinar will be recorded and everyone registered will receive access to the recording for playback. The recording allows you to get the information if you can’t attend the webinar live and/or if you want to review the presentation after the fact. Please note: we can only award CPE if you attend the live webinar and complete the engagement activities.

Agenda

Best practices for determining how much tip and overtime income to report
Overtime and tip reporting requirements that employers will need to know for 2026
Making the election for the Trump Accounts
Best practices for electronic refunds and electronic payments
Enhanced Adoption Credit
Expanded Qualified Expenses for 529 plans
Changes to Health Savings Accounts
What’s new on Forms
Updates on any other new legislation
Planning for 2026

Webinar Instructor: Catherine Riddick

Catherine Riddick, CPA, JD, has been associated with the Tax School since 2008 as an instructor and as an author and reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in Westchester, Illinois, since 1994. Catherine received a bachelor’s degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

Learning Objectives, Materials, & CPE

Learning Objectives

After participating in this webinar, you will be able to:

Identify key tax law changes impacting 2025 returns and 2026 planning.
Apply best practices for accurate reporting of tip and overtime income.
Recognize key tax form changes for 2025 returns.

CPE Information

Organization	Credit Hours
CPE credits	Up to 2.0 based on attendance duration and completion of engagement activities
Field of Study (NASBA)	Taxes (2)
IRS Categories	Federal Tax Update (2)

Please see our CPE FAQ for more information.

Delivery Method: Internet-Based Group

Program Level: Overview

Field of Study: Taxes

Prerequisite(s): Professional experience in preparing tax returns and an understanding of basic tax rules and regulations.

Advanced Preparation: Test your computer system and audio prior to webinar start time.

Materials: Will be available in your Tax School account one week prior to the webinar.