Workshop Information

Registration begins September 1, 2026!

Regular Registration Deadline – October 19, 2026 at 7:00 PM Central

Late Registration Deadline – October 23, 2026 at 7:00 PM Central

Click the workshop title for a workshop description, dates, locations and fees!

PART ONE – Federal Income Tax Workshop

Course Overview – Get your 3-hour tax update! Our learner-focused instruction includes new and current tax laws plus special topics for tax professionals. Active learning strategies are incorporated to promote application of the new content. Materials for this workshop are based on the National Income Tax Workbook. It is written and published by the Land Grant University Tax Education Foundation, Inc., a nonprofit corporation organized by several land grant universities that teach tax education programs for tax practitioners. The National Income Tax Workbook and PowerPoint slides are included in the registration fee.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Other Tax Return Preparers (OTRP), Certified Financial Planners (CFP), attorneys, and bookkeepers

Workshop Fee – $TBD

2027 RIA Checkpoint Federal Tax Handbook (Optional Purchase) – $TBD

In-Person

  • November 3-4, 2026, Dallas, Healthy Living Flex Space, Texas A&M AgriLife Research and Extension Center, 17360 Coit Rd.
  • November 11-12, 2026, Suite 900, 1455 West Loop South, Suite 900, Houston, Texas 77027 

Webinar

  • November 16-17, 2026
  • November 30-December 1, 2026

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, State Bar of Texas, and Certified Financial Planner Board.

  • EA – 16 hours
  • CPA – 16 hours
  • Attorneys – 13.5 hours
  • OTRP – 13 hours of Federal Tax Law and 3 hours of Federal Tax Law Updates
  • CFP – 16 hours

Lunch – As a way of encouraging networking opportunities, we are providing lunch!

Courtesy Block Hotels – Click on the links below to make a reservation!

Purpose – As the Treasury and the IRS continue to issue regulations and procedures for new tax laws, tax professionals need the most current information to serve their clients effectively.

Program Level/Prerequisite – Since this is an intermediate level workshop, participants should have at least two years’ experience as a professional tax preparer and an understanding of tax rules and regulations associated with individual and business tax returns. No prerequisites are needed for this course.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – This workshop will include material from some of the chapters of the National Income Tax Workbook. The chapters are:

  • New and Expiring Legislation – This chapter covers recently enacted tax legislation and procedures. It is organized by subject to help participants quickly find topics of interest and includes a table of tax provisions that expired or are set to expire.
  • Payroll and Estimated Tax – This chapter explains how the OBBBA affects payroll withholding and reporting. It explains the employer’s tax withholding, deposit, and reporting requirements. It discusses new report­ing requirements for qualified tips and overtime compensation. This chapter reviews when a taxpayer with self-employment or other income must pay esti­mated tax and how to calculate estimated tax pay­ments. Finally, this chapter explains the estimated tax penalty for underpayment of estimated taxes and when a taxpayer can request a waiver of the penalty.
  • IRS Issues – This chapter covers issues key IRS issues for practitioners. Topics include the following: Tax Pro accounts, CAF numbers, Requests for a CAF77 report to withdraw unneeded power of attorney authorizations, New automatic first-time penalty abatement, Executive Order 14247 – guidance for sending and receiving paperless payments, Tax scams
  • Capital Gains and Losses – This chapter discusses capital gains and losses. It explains the definition of a capital asset and long-term vs. short-term gain. It discusses how to determine the holding period of a capital asset and loss limitations. This chapter explains types of gain that are included in net investment income tax and gain that is excluded. Finally, this chapter reviews reporting capital gains on Schedule D (Form 1040), including the tax rates, netting short-term and long-term gain, and carryovers.
  • Individual Tax Issues: Part 1 – This chapter covers several current issues for tax practitioners preparing individual income tax returns, including the following: New charitable contribution deduction rules for individual taxpayers, When individual taxpayers can deduct investment theft losses, such as internet scam losses, Calculating and reporting wagering (gambling) gains and losses, Reconciling advance premium tax credit payments with the taxpayer’s actual premium tax credit, Guidance on nontaxable payments reported on Form 1099-K, such as sales of personal items at a loss and reimbursements for personal expenses
  • Individual Tax Issues: Part 2 – This chapter discusses several additional important tax topics for tax practitioners preparing individual income tax returns. Topics include the following: Claiming the credit for other dependents, The senior deduction, The new deduction for qualified passenger vehicle loan interest, How to apply for an individual taxpayer identification number (ITIN), and what tax benefits and credits now require a social security number
  • Business Tax Issues – This chapter reviews business valuations. It explains the cash and accrual methods of accounting for a small business. It also discusses the new corporate charitable contribution rules. This chapter discussed new guidance on fringe benefits. It reviews the enhanced qualified business income (QBI) deduction. This chapter discusses the taxation of pass-through entity tax refunds. Finally, this chapter details the taxation of settlements and fines.
  • Tax Rates and Useful Tables – This chapter reports the tax rates, deduction limits, credit limits, and income thresholds and limits that change each year.

Presenters – Catherine Ozment and Scott Youngblood – See Our Team – Tax Workshops for biographical information.

Agenda – Day One (TBD)

  • 8:20-8:30 Welcome | Announcements | Introductions
  • 8:30-10:10
  • 10:10-10:20 Break
  • 10:20-12:00
  • 12:00-12:45 Lunch
  • 12:45-2:30
  • 2:30-2:40 Break
  • 2:40-4:20

Agenda – Day Two (TBD)

  • 8:20-8:30 Welcome | Announcements | Learning Check
  • 8:30-10:10
  • 10:10-10:20 Break
  • 10:20-12:00
  • 12:00-12:45 Lunch
  • 12:45-2:30
  • 2:30-2:40 Break
  • 2:40-4:20
PART TWO – Federal Income Tax Workshop

Course Overview – This workshop does NOT have the 3-hour tax update! Please sign up for PART ONE if you want the 3-hour tax update! Our learner-focused instruction includes new and current tax laws as it applies to the special topics for tax professionals. Active learning strategies are incorporated to promote application of the new content. Materials for this workshop are based on the National Income Tax Workbook. It is written and published by the Land Grant University Tax Education Foundation, Inc., a nonprofit corporation organized by several land grant universities that teach tax education programs for tax practitioners. The National Income Tax Workbook and PowerPoint slides are included in the registration fee.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Certified Financial Planners (CFP), Other Tax Return Preparers (OTRP), and attorneys.

Workshop Fee – $TBD

2027 RIA Checkpoint Federal Tax Handbook (Optional Purchase) – $TBD

In-Person

  • November 5-6, 2026, Dallas, Healthy Living Flex Space, Texas A&M AgriLife Research and Extension Center, 17360 Coit Rd.
  • November 9-10, 2026, Suite 900, 1455 West Loop South, Suite 900, Houston, Texas 77027 

Webinar

  • November 19-20, 2026
  • December 3-4, 2026

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, State Bar of Texas, and Certified Financial Planner Board.

  • EA – 16 hours
  • CPA – 16 hours
  • Attorneys – 13.5 hours
  • OTRP – 16 hours of Federal Tax Law

Lunch – As a way of encouraging networking opportunities, we are providing lunch!

Courtesy Block Hotels – Click on the links below to make a reservation!

Purpose – As the Treasury and the IRS continue to issue regulations and procedures for new tax laws, tax professionals need the most current information to serve their clients effectively.

Program Level/Prerequisite – Since this is an intermediate level workshop, participants should have at least two years’ experience as a professional tax preparer and an understanding of tax rules and regulations associated with individual and business tax returns. No prerequisites are needed for this course.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – This workshop will include material from some of the chapters of the National Income Tax Workbook. The chapters are:

  • Gift Tax – This chapter discusses what constitutes a gift. It explains the gift tax annual exclusion and gift splitting. It reviews gifts to a spouse and how a surviving spouse can use the deceased spousal unused exclusion (DSUE) for gifting. This chapter explains how to determine the value of a gift, and the adequate disclosure rules that start the statute of limitations on the valuation. Finally, this chapter explains gift tax reporting on Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return and it contains a comprehensive example of reporting gifts on Form 709.
  • Restaurant and Hospitality Industries – This chapter examines tax issues that are important for restaurant and hospitality businesses. It reviews the employee and the employer tip reporting requirements. It explains the nonrefundable tip credit available to employers and it also explains the difference between tip income and wage income. This chapter reviews the rules for the new qualified tip and overtime deductions. This chapter reviews the definition of qualified improvement property that is eligible for bonus depreciation and I.R.C. § 179 expensing. It explains how cost segregation studies can provide an opportunity to accelerate depreciation on certain assets. Finally, this chapter explains the safe harbors that apply to the cost of certain remodel and refresh projects and the current expensing of the cost of smallwares.
  • Business Entity Tax Issues -This chapter examines current issues that pertain to business entities, including the taxation of partnership and S corporation distributions of cash and property and the limits on partnership and S corporation losses. This chapter provides an overview of the requirements for an amateur sports organization to qualify for tax-exempt status and it contains a sample application. Finally, this chapter discusses tax-exempt status for labor organizations.
  • Retirement Tax Issues -This chapter explains new issues in retirement tax planning. It discusses changes to catch-up contributions and Roth catch-up contributions. It explains I.R.C. § 457 plans and reviews retirement plans for small businesses. This chapter details social security survivor and death benefits. It explains the tax consequences of a backdoor Roth conversion. Finally, this chapter explains the new eligibility and tax provisions that apply to Trump accounts.
  • Rulings and Cases – This chapter summarizes selected rulings and cases that were issued from September 2025 through August 2026. It gives participants an update on issues that are being addressed by the IRS and the courts.

Presenters – Herb Wiebe, Scott Youngblood – See Our Team – Tax Workshops for biographical information.

Agenda – Day One (TBD)

  • 8:20-8:30 Welcome | Announcements | Introductions
  • 8:30-10:10
  • 10:10-10:20 Break
  • 10:20-12:00
  • 12:00-12:45 Lunch
  • 12:45-2:30
  • 2:30-2:40 Break
  • 2:40-4:20

Agenda – Day Two (TBD)

  • 8:20-8:30 Welcome | Announcements | Learning Check
  • 8:30-10:10
  • 10:10-10:20 Break
  • 10:20-12:00
  • 12:00-12:45 Lunch
  • 12:45-2:30
  • 2:30-2:40 Break
  • 2:40-4:20

Agricultural Tax Issues Workshop

Course Overview – Our learner-focused instruction includes new and current tax laws as they apply to agricultural issues. Active learning strategies are incorporated to promote application of the new content. Materials for this workshop are based on the Agricultural Tax Issues Workbook. It is written and published by the Land Grant University Tax Education Foundation, Inc., a nonprofit corporation organized by several land grant universities that teach tax education programs for tax practitioners. The Agricultural Tax Issues Workbook and PowerPoint slides are included in the registration fee.

Audience – Enrolled Agents (EA), Certified Public Accountants (CPA), Other Tax Return Preparers (OTRP), Certified Financial Planners (CFP), attorneys, and bookkeepers

Workshop Fee – $TBD

2026 RIA Checkpoint Federal Tax Handbook (Optional Purchase) – $TBD

Webinar – December 8, 2026

Continuing Education Credits – We are a continuing education provider for the Internal Revenue Service, Texas State Board of Public Accountancy, State Bar of Texas, and Certified Financial Planner Board.

  • EA – 8 hours
  • CPA – 8 hours
  • OTRP – 8 hours of Federal Tax Law
  • CFP – 8 hours
  • Attorneys – 6.75 hours

Purpose – As the Treasury and the IRS continue to issue regulations and procedures for new tax laws, tax professionals need the most current information about agricultural issues to serve their clients effectively.

Program Level/Prerequisite – Since this is an intermediate level workshop, participants should have at least two years’ experience as a professional tax preparer and an understanding of tax rules and regulations associated with farm tax returns.

Learning Objective – Participants will be able to apply concepts and strategies presented during the workshop.

Content – This workshop will include material from some of the chapters of the Agricultural Tax Issues Workbook.

  • Common Tax Issues Impacting Farmer – This chapter covers the internal revenue code’s definition of farming, hobby farms, Schedule F examples, payments to family, 1099s and the farm, and farm income averaging.
  • 2026 Legislative and Regulatory Update – This chapter highlights key federal legislative and regulatory developments affecting farmers in 2026. It summarizes important tax law changes, administrative guidance, and other legal developments that may influence reporting positions, planning decisions, and farm business operations.
  • Third-Party Marketed Tax Strategies for Farmers – This chapter examines tax benefits often promoted to farmers through third-party providers, with a focus on the research tax credit and deductions claimed for residual soil fertility. It reviews the legal standards, common marketing claims, documentation requirements, and practical risks taxpayers should evaluate before pursuing these strategies.
  • Like Kind Exchange on the Farm – This chapter explains the tax-deferral rules governing like-kind exchanges of farm real estate. It covers qualifying property, exchange structures, timing requirements, basis consequences, boot received, and practical issues that arise when farmers restructure or replace land holdings.
  • Farm Corporations – This chapter addresses the tax rules and planning considerations for farming operations conducted through corporations. It covers the formation and operation of C corporations and S corporations, compensation and fringe benefits, distributions, basis and loss limitations, transfers of assets, and common issues arising in farm succession planning.
  • Livestock Tax Issues – This chapter addresses key tax rules affecting livestock operations, including the treatment of animals held for sale, breeding, dairy, or draft purposes. It also covers common issues such as depreciation and expensing, raised breeding livestock, sales and involuntary conversions, and disaster-related tax considerations.
  • Financial Distress and Bankruptcy Tax Issues for Farmers – This chapter examines the tax consequences that can arise when farm operations face financial distress, debt restructuring, or bankruptcy. It covers cancellation of debt income, insolvency and bankruptcy exclusions, basis reductions, asset sales, net operating losses, and key planning issues for farmers working through periods of economic hardship.
  • Retirement Issues for Farmers – This chapter examines the tax and planning issues farmers commonly face as they prepare for retirement and transition out of active operations. It covers retirement plan options, contributions and distributions, Social Security considerations, required minimum distributions, self-employment tax issues, and strategies for coordinating retirement income with the transfer of farm assets and management.
  • Cost Recovery and Sales of Farm Assets – This chapter explains the tax treatment of recovering the cost of farm assets through depreciation, amortization, expensing, and related deductions, as well as the consequences of selling or disposing of those assets. It covers basis, gain or loss recognition, depreciation recapture, §1231 treatment, installment sales, and common issues involving farm property.
  • Sample Return

Presenter – Catherine Ozment – See Our Team – Tax Workshops for biographical information.

Agenda

  • 8:20-8:30 Welcome | Announcements | Introductions
  • 8:30-10:10
  • 10:10-10:20 Break
  • 10:20-12:00
  • 12:00-12:45 Lunch
  • 12:45-2:30
  • 2:30-2:40 Break
  • 2:40-4:20