Annual Tax Update: Keeping Up with the Tax Code - 2026 Federal Tax Update

Cost: $300 for Members and $350 for Non Members

A boxed lunch from Panera Bread is included with your registration and fee. Below are the selections available when you sign up. More details can be found on the Panera Catering website:

https://catering.panerabread.com/menu/category/boxed-lunches

Sandwiches:

• Grilled Chicken & Avocado BLT
• Bacon Turkey Bravo
• Cranberry Walnut Chicken Salad
• Ham & Cheddar

Salads:

• Caesar Salad w/Chicken
• Caesar Salad
• Greek Salad w/Chicken
• Greek Salad

Sides:

• Chips
• Baguette
• Apple

Desserts:

• Candy Cookie
• Chocolate Chipper Cookie
• Oatmeal Raisin w/Berries Cookie

2026-KUWTC: Keeping Up with the Tax Code - 2026 Federal Tax Update 

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 OBBBA guidance continuing to emerge throughout the year, and the possibility of additional legislation on the horizon, 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 2026 Tax Update, we'll cover key year-end planning strategies for business and individual clients under current law and examine significant items recent IRS guidance. 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!

Speaker bio:

David Peters, CPA, CFP ®, ChFC ®, CLU ®, CPCU, is the founder of Peters Professional Education and a top-tier continuing education instructor in tax and financial services. With more than 20 years of experience across public accounting, insurance, and financial planning, David has taught through national CPE providers, state CPA societies, and firm-specific trainings nationwide. Participants consistently praise his energy and his ability to turn complex tax and accounting concepts into practical, immediately usable guidance. He has authored books on partnership taxation, S-corporation taxation, small business, and personal tax savings, and has earned the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024. Peters Professional Education is an approved NASBA, IRS, and CFP Board provider with over 125 courses serving CPAs, Enrolled Agents, and financial professionals nationwide.