As we hit the midway point of 2026, the financial and regulatory landscape has fundamentally shifted. The passing of the One Big Beautiful Bill Act (OBBBA) has brought permanent extensions to critical individual and business tax structures, successfully avoiding the dreaded 2026 "tax cliff." However, it has also introduced intricate new rules for itemized deductions, enhanced business credits, and senior benefits. Simultaneously, the IRS continues to release strict compliance updates regarding the SECURE Acts (1.0 & 2.0), altering Required Minimum Distributions (RMDs) and inherited IRA sequencing.

To add to this complexity, the rapid implementation of Artificial Intelligence (AI) in accounting and wealth advisory practices is completely redefining efficiency, data analysis, and predictive modeling for multi-year projections.

Led by veteran tax authority Warren M. Bergstein, this intensive webinar cuts through the legislative static. It provides practitioners and wealth managers with a clear, actionable roadmap to optimize their clients' mid-year tax positions, adjust estimated payments, stress-test retirement strategies, and leverage next-gen advisory tech before year-end options narrow.

Learning Objectives:

  • OBBBA Blueprinting: Mastering the tax changes under the One Big Beautiful Bill Act, including permanently locked-in individual tax brackets, the raised standard deductions ($16,100 single / $32,200 MFJ for 2026), the $6,000 Senior Bonus Deduction, and optimizing the expanded 50% Employer Childcare Credit.
  • SECURE Acts Under the Microscope: Breaking down the latest IRS guidelines on inherited IRAs, the 10-year distribution rule, and RMD sequencing traps that catch affluent families off-guard.
  • The AI-Driven Advisor: Practical strategies for integrating AI tools (such as automated data ingestion and predictive scenario-modeling engines) to turn raw mid-year balance sheets into dynamic, multi-year tax optimization forecasts.
  • Mid-Year Action Items: Step-by-step methodologies for executing mid-year tax-loss harvesting, re-evaluating Roth conversions in light of OBBBA permanence, and adjusting quarterly estimated payments to maximize cash flow.
  • Business Assets & Real Estate: Leveraging the OBBBA Tangible Personal Property (TPP) exemption thresholds and mapping out the critical 5-year holding milestones for Qualified Small Business Stock (QSBS).

Session Highlights:

  • Analyze and apply the permanent individual and business tax structures codified by the OBBBA, including the permanent 20% Section 199A Qualified Business Income (QBI) deduction. 
  • Execute compliance reviews on corporate client assets leveraging the restored 100% bonus depreciation and immediate domestic R&D expensing under Section 174.
  • Restructure payroll and withholding strategies to accommodate the temporary OBBBA above-the-line deductions for qualified tips (up to $25,000) and overtime pay (up to $12,500).
  • Identify and mitigate RMD sequencing traps and the 10-year inherited IRA distribution rule mandated by recent IRS administrative regulations under SECURE 1.0 & 2.0.
  • Evaluate and utilize artificial intelligence models for automated data ingestion and multi-year tax scenario projections within an accounting or wealth management practice.

Who Should Attend:

This session is explicitly designed for mid-to-senior level professionals who manage tax, estate, and financial compliance for high-net-worth (HNW) individuals, family offices, and entrepreneurs:

  • CPAs and Enrolled Agents
  • Tax Attorneys and Legal Professionals
  • Compliance Officers
  • Financial Advisors
  • Business Owners and Executives
  • Anyone involved in IRS compliance or dispute resolution

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

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 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

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Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

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  • IRS
  • HRCI
  • SHRM

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Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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