Instructor
Bill Harden
Instructor
J. William Harden, CPA, ChFC, Ph.D., is an associate professor in the Bryan School of Business and Economics at the University of North Carolina (UNC) – Greensboro, where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, Internal Revenue Service (IRS) practices and international tax. Prior to teaching, Bill was a senior tax accountant with an international CPA firm as well as a tax accountant for an international oilfield exploration company.
Major legislative changes and recurring compliance challenges make preparation essential for the 2026 filing season.
In this workshop, you'll get a comprehensive review of the latest developments affecting individual taxpayers, along with practical planning strategies and real-world examples. The program covers new law changes as well as common problem areas practitioners face each year.
You’ll leave with clear guidance, actionable planning ideas, and greater confidence as you head into tax season.
We will offer a rebroadcast of this seminar at a later date.
Over 40 years, Don Farmer, CPA, has built a stellar reputation as the go-to national authority on federal, corporate and individual income tax, known for delivering engaging taxation seminars and a monthly newsletter on pressing tax matters. Don Farmer Tax Education offers a variety of tax learning opportunities as well as a monthly e-newsletter subscription. Sign up today to stay up to speed on the latest tax developments!
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
This course has been pre-approved for IRS CE and CFP (the program numbers will be provided on the CPE Certificate).
Please note - CFP attendees, you will self-report the credit hours to the CFP Board.
Interested in sponsoring this event? See details here and reach out to our team.
1. Identify significant federal tax law changes impacting 2026 individual income tax return preparation.
2. Analyze inflation-adjusted provisions affecting rates, deductions, exemptions and credits.
3. Evaluate changes to key individual tax credits, deductions and phaseout rules.
4. Recognize emerging IRS enforcement initiatives and audit focus areas.
5. Apply planning strategies for income timing, deductions and credit optimization.
6. Assess reporting requirements for digital assets and information returns.
7. Integrate recent legislative and regulatory guidance into practical client planning.
• Legislative and inflation updates.
• Key credits and deductions.
• Retirement and investment planning.
• SALT and high-income taxpayer planning.
• Energy and clean credit developments.
• Digital assets and information reporting.
• Health care and fringe benefits.
• IRS enforcement and compliance trends.
• Proactive tax planning strategies.
Experience with at least one tax season.
None
CPAs and tax professionals with a general understanding of individual and business taxation involved in preparation or review of tax returns or providing tax planning advice to individuals or businesses.
