The 2026 federal tax landscape includes important developments for individuals, business owners, and pass-through entities. While 2026 does not bring the same breadth of changes as 2025, tax professionals and business leaders should still note new considerations affecting year-end planning, compliance, documentation, and tax strategy.
Join PYA Tax Managers Victoria Gentry and Patrick Birmingham for an in-depth review of significant federal tax developments affecting 2026 planning. They will discuss opportunities to update projections, evaluate year-end strategies, identify compliance risks, and prepare actionable plans while maintaining appropriate documentation and audit readiness.
Learning Objectives
At the conclusion of this webinar, participants will be able to:
- Apply 2026 tax law updates to individual and business tax planning strategies, including changes affecting tax brackets, deductions, credits, retirement plans, and estate planning.
- Evaluate year-end planning opportunities related to SALT and PTET elections, charitable giving, Roth conversions, QBI deductions, depreciation, and research expenditures.
- Identify areas of heightened tax risk and compliance focus, including digital asset reporting, information return requirements, AMT exposure, and documentation requirements.
- Analyze planning alternatives for business owners and high-income taxpayers, including deductions, credits, entity-level elections, and retirement strategies.
- Develop actionable year-end tax planning recommendations that support compliance and audit defensibility.
Attendees of the live webinar can earn 1 CPE* credit in Taxes.
This webinar is part of PYA’s quarterly The Bottom Line webinar series designed to give finance and accounting leaders timely, practical insight on the issues affecting organizations right now. Each session will focus on current accounting and audit developments, emerging risk areas, and real-world considerations leaders can use to make more informed decisions.
Meet Our Presenters
*CPE: Participants of the live webinar can earn 1 CPE credit in Taxes. Program Level: Intermediate. Delivery Method: Group Internet Based. Advanced Preparation: None. Prerequisites: None. No fee. PYA, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
