Tax Speaker 1040 Tax In Depth 

Presented by Washington Association of Accounting and Tax Professionals and Tax Speaker

Thursday, October 29 - Friday, October 30, 2026 - Live Streamed Webinar

Event schedule: 

• Morning session, 6:00 am - 9:45 am
• Lunch break: 9:45 am - 10:15 am
• Afternoon session: 10:15 am - 2:00 pm

Speaker: TaxSpeaker Presenters

      Bob Jennings CPA, EA

Location: Live Streamed Webinar

CPE Credits: 16 IRS Approved Update Tax Hours (6 hours Federal Tax Law Update, 10 hours Federal Tax Related Matters)

Description: 

Identify the key individual tax provisions of the One Big Beautiful Bill Act effective for 2026, including the No Tax on Tips, No Tax on Overtime, auto loan interest, and senior bonus deductions, along with their dollar limits and MAGI phase-outs.

Apply the final IRS regulations on qualified tipped occupations and qualified overtime compensation, including new W-2, 1099, and Schedule 1-A reporting requirements.

Recognize the 2026 changes to itemized deductions, including the $40,400 SALT cap, the 0.5% AGI charitable floor, reinstated mortgage insurance premiums, and the expanded two-page Schedule A.

Summarize the OBBBA's savings and education provisions, including Trump Accounts, expanded 529 distributions, ABLE account changes, and the new Federal Scholarship Tax Credit.

Explain the permanent extension and modification of the Qualified Opportunity Zone program and its planning implications for 2026 and beyond.

Differentiate Pre-Enactment from Post-Enactment QSBS under Section 1202, and apply the new $15 million gain exclusion cap, $75 million gross asset ceiling, and tiered 50%/75%/100% holding-period exclusions.

Determine when a loss on small business stock qualifies for ordinary loss treatment under Section 1244, calculate the annual $50,000/$100,000 limits, and properly report the loss on Form 4797.course explains the entirety of individual new OBBBA law changes with 8 hours of new tax law. We then spend 8 hours reviewing and explaining compliance issues for foreign reporting, retirement, dependent care, form 1040 reporting items, security requirements & WISP, itemized deductions, sole proprietors, capital gains and all other major individual tax return topics.

Included with your 1040 Tax in Depth purchase is a free 2 hour Ethics Self-Study (OnDemand)--Follow the directions in your manual on how to redeem this free course.

All Live Streamed Webcast seminar attendees are also provided with: PDF of hyperlinked manual.

* Due to rising printing and shipping costs, Tax Speaker has made the decision that all of its Society Sponsored events will only include a PDF version of materials for Live Streamed attendees. WAATP will get materials emailed out as soon as possible to ensure that those attendees who would like to print any portion of the materials is able to do so at their earliest convenience.

Prerequisites:

2-4 years tax preparation experience.

Course Level:

Intermediate

Registration fee: 

WAATP members : $410

Non-members : $410

Disclaimer:

Fees and Schedule - This Taxspeaker InPerson and Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. 

 Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS

ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

Updated July 31, 2026