Fall Tax School 2026
Practical Federal Tax Updates for the Upcoming Filing Season
Fall Tax School returns this November with updated federal tax content focused on the issues tax professionals are watching most closely heading into filing season.
This year’s program will cover late-year tax law developments, IRS guidance changes, business and individual tax issues, planning considerations, and real-world filing challenges affecting practitioners now.
Scroll down to see all topics included in 2026 Federal Tax Workbook.
Attend online or in person and receive practical instruction, the Federal Tax Workbook, access to recordings, and more.
Registration opens in July.
Choose the Format That Works for You
Why Tax Professionals Attend Each Year
- Timely federal tax updates before filing season
- Real-world examples and filing considerations
- Practical guidance you can apply immediately
- Flexible online and in-person formats
- Reliable materials and post-event access
Trusted by thousands of tax professionals each year!
What You’ll Walk Away With
What’s Included with Registration
- Current federal tax updates and late-year changes
- Federal Tax Workbook (print + digital)
- Access to recordings and materials after the event
- Real-world examples and filing considerations
- Planning strategies for client conversations before year-end
- 16 CPE credits, including ethics
- Bonus Ag Issues webinar (2 CPE)
Want Updates About Fall Tax School 2026?
Registration opens in July. Join the Tax School email list to receive registration announcements, agenda updates, and event news.
Content Designed for Real-World Tax Practice
The Federal Tax Workbook is the anchor for Fall Tax School instruction. Topics are focused on
practical application, planning considerations, and issues affecting today’s tax practice.
2026 Federal Tax Workbook Topics
- Limits on losses and deductions
- Transactions between related persons and partnerships
- Depreciation
- Like-kind exchanges
- Installment sales
- Review and examples of various aspects of Circular 230
- Allocation of items to shareholders
- Compensation issues
- Retirement plans for shareholders
- Basics of trusts as S corporation shareholders
- Dealing with debt
- Distributions
- Reporting
- Revocable trusts
- Trust & estate charitable deductions
- Basis in gift property
- Basis of inherited assets
- Consistent basis reporting
- Estate & gift tax on nonresident aliens
- Reverse mortgages
- Charitable giving
- Strategies for reducing capital gains
- Foreign individual taxation
- Penalty issues
- IRS MATH Act
- Dirty Dozen
- Retirement of FIRE system
- Business tax accounts
- Implementation of OBBBA (including Trump Accounts, tips, and overtime)
- No mailbox rule
- Genius Act
- Significant rulings and cases from August 2025 and beyond
- IRCE §754 strategy
- Holding period for raised heifers
- Gifting farm equipment to a child
- Retirement planning issues for farmers
- Residency and filing classification
- Income exclusions
- Deductions
- Retirement, disability, and survivor benefits
- Employer tax credits
- Estate and tax planning
- Qualified state and local benefits
- Employee tax issues
- EBLs/NOLs
- QBI refresher
- Equity compensation types, including incentive stock option, employee stock purchase plans, restricted stock awards and units, stock appreciation rights, phantom stokcs
- Equity compensation life cycle
- Planning considerations
- Amending individual returns
- Amending C corporation returns
- Amending S corporation returns
- Amending partnership returns
- Amending estate & trust returns
- Amending gift tax returns
Disclaimer: These topics are subject to change. Please stay tuned