Instructor
Vivian J. Paige, CPA, CGMA, MBA, MS, has extensive experience in taxation and accounting. She was a successful sole practitioner until selling most of her firm and joining the faculty of her alma mater, Old Dominion University (ODU). She is actively involved with the Virginia Society of CPAs (VSCPA), serving as a member and past chair of the Tax Advisory Committee and as a member of the VSCPA Political Action Committee Board, the ad hoc Educators' Symposium Task Force, and the Diversity, Equity and Inclusion (DEI) Council. She authored the VSCPA Legislators' Tax Guide and presented briefings to the legislature on taxation. She is the co-author of VSCPA ethics courses and has been a presenter at several VSCPA conferences.
The 2025 tax law introduced significant changes that will affect 2026 tax return preparation. Tax practitioners need practical guidance to help their clients navigate what comes next, which this course will provide. Designed with sole practitioners and small firms in mind, the course will review the provisions taking effect in 2026 and will also include important IRS guidance and recent court decisions most relevant to you and your clients. This comprehensive update will focus on the developments you are most likely to encounter in everyday tax practice, including compliance concerns and planning opportunities. With clear explanations, scalable solutions, and practical application, this course will help you stay current, communicate changes confidently, and prepare for the 2027 filing season with a client-focused approach.
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!
This course has been pre-approved for IRS CE and CFP (the program numbers will be provided here shortly). 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. Understand and apply the significant federal tax law changes affecting 2026 tax return preparation for individuals and businesses, including sole proprietors, pass-through entities, and closely held businesses.
2. Recognize and apply rules for new and modified deductions and credits that are most relevant to small and medium-sized clients.
3. Analyze and apply recent developments and guidance related to retirement planning, employee benefits, digital assets, and other issues frequently encountered in small firms.
4. Apply practical tax planning strategies in response to current federal tax developments tailored to your clients.
5. Evaluate practitioner-focused issues affecting sole-practitioners, including recent court cases, evolving IRS procedures, documentation concerns, client communication, and the responsible use of AI in tax practice.
6. Identify and apply the inflation-adjusted amounts for 2026.
Experience with at least one tax season.
None
Sole practitioners, small firm staff, and tax professionals with a general understanding of individual and business taxation who are involved in preparation or review of tax returns or providing strategic tax planning advice.
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