2026 Tax Filing Season Essentials

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Program Type:

Finance, Workshop

Age Group:

Adults
  • Registration is required for this event.
  • Registration will open on February 3, 2026 @ 6:00pm.

Program Description

Event Details

Join us for a timely and easy-to-understand overview of the major tax changes arriving in 2026—and what they could mean for individuals, families, retirees, and small business owners. This educational program brings together the most important updates from the Tax Cuts and Jobs Act (TCJA) extension, new IRS rules, and emerging enforcement trends so attendees can feel prepared rather than surprised.

Topics will include: 

  • The One Big Beautiful Tax Bill & TCJA extension
  • Why Roth Conversions Are Especially Attractive Right Now 
  • New Tax Rules & 2025–2026 IRS Updates for individuals, families, retirees, and small business owners.
  • IRS Enforcement Trends & Reporting Changes
  • Tax Planning for Families, Retirees & Small Businesses
  • 2026 Filing Season Checklist & Common Mistakes

The session concludes with a Q&A, giving attendees the opportunity to ask general educational tax questions and gain clarity on how these upcoming changes may influence their own planning.

This is an informational program only and does not provide individualized tax or legal advice.