Navigate the 'One Big Beautiful Bill' Act, new deductions, and critical compliance changes for the 2026 tax season.
Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the recent passage of the One Big Beautiful Bill Act (OBBBA), there's even more for practitioners to keep up with.
Now more than ever, you need more than just new code sections hurled your way—you need a reliable and practical way to stay on top of new legislation, IRS focus areas, and key developments affecting your clients.
In our Individual Tax Quarterly Update, we'll walk through major recent updates, including a detailed discussion of the OBBBA's impact on individual taxpayers, and address hard-to-navigate areas that continue to challenge practitioners. Through discussion and easy-to-follow examples, you'll be better prepared to answer tough client questions and stay current year-round. Not just during tax season!
Who Should Attend:
Tax practitioners and financial advisors who work with individuals on tax preparation, planning, and strategy.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
