Date: September 30th, 2026

Time: 11am ET | 10am CT | 9am MT | 8am PT

Duration: 390 minutes

Description:

Tax law doesn’t slow down  and neither do the issues hitting individual returns. Today’s accountant needs a focused, one-day update that cuts through the noise and zeroes in on what actually changes on Form 1040 and related schedules. This comprehensive online webinar delivers exactly that: a current, practical review of federal individual income tax law, new and revised tax forms, and the planning opportunities (and traps) lurking in the fine print.

This course walks through the federal individual income tax provisions and forms/schedules that will shape returns and  projections, with special attention to newly enacted legislation, key court decisions, and fresh IRS guidance. Every participant receives a detailed individual income tax reference manual packed with practice aids, real-world examples, updated federal forms and schedules.

Learning Objectives :

• Dissect the latest individual tax updates, with a focus on major One Big Beautiful Bill (OBBBA) provisions.
• Pinpoint new legislation and IRS guidance reshaping individual income tax filings.
• Evaluate recent business tax law revisions and their ripple effects on entities and compliance workflows.
• Assess changes to deductions, credits, income exclusions, and the filing requirements that go with them.
• Translate key updates to retirement rules, RMD regulations, and IRS audit priorities into actionable client advice.

Topics Covered :

• Federal Individual Tax Updates.

• One Big Beautiful Bill (OBBBA) Provisions.

• IRS Guidance and Regulations.

• Business Tax Law Changes.

• Credits, Deductions, and RMD Rules.

• Retirement Planning and IRS Form Changes.

Credits and Other information:

• Recommended CPE credit – 7.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 390 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker:

J. Patrick Garverick CPA (US), CFP

Pat Garverick, CPA, is based in the Phoenix, Arizona area and has been working in tax and financial planning since launching his own practice in 1992. He started his career in public accounting in 1988 after earning a Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University, then added a Master of Taxation (MT) from Arizona State University in 1992. Alongside running his firm, Pat writes, reviews, and teaches tax and financial planning CPE courses for professionals across the country.In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants and the American Institute of Certified Public Accountants