New Webinar: “The Bottom Line: 2026 Federal Tax Update: From Tax Law to Client Action”

Important 2026 federal tax developments are shaping year-end planning for individuals, business owners, and pass-through entities. Tax professionals and business leaders should be evaluating how current changes affect planning strategies, compliance requirements, documentation, and year-end decisions.

While the changes are more targeted than those seen in 2025, they still present important considerations for projections, deductions and credits, retirement planning, estate planning, and other tax strategies.

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.