Event Description

If you are a client-facing tax practitioner that is looking for a tax update that gives practical advice without all the fluff, this is the course for you! As the year winds down, CAS professionals face a wave of year-end deadlines, planning opportunities, and questions from clients. In this course, we’ll cover year-end payroll and information reporting obligations, IRS enforcement priorities heading into 2027, and new forms and filing requirements taking effect in the next filing season. We’ll also explore employee benefit plan year-end considerations and provide a clear summary of where OBBBA implementation stands as the year closes—so you can advise clients with confidence. It is all in this tax update – made especially for those professionals in client advisory services!

Objectives

• State year-end payroll tax and information reporting obligations for CAS professionals and their clients.
• Identify IRS enforcement priorities and audit focus areas heading into the 2027 filing season.
• Recognize new or revised tax forms and filing requirements taking effect for 2027.
• Recall employee benefit plan contribution limits and year-end planning opportunities for 2026.