2026 Federal Income Tax Update

Conference Info

  • IndustryHuman Resources
  • Unique IDUSC2026373
  • Duration100 Minutes
  • DateOct 2,2026
  • Time10:00 AM PDT | 01:00 PM EDT

Description

Overview

Stay informed on the latest federal tax developments with this timely webinar covering the 2026 Federal Income Tax Update. Following the signing of the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, significant changes were introduced to the federal tax code. While many provisions became effective for the 2025 tax year, several important updates will take effect in 2026, making it essential for taxpayers and tax professionals to understand the evolving requirements before the upcoming filing season.

This webinar will provide a comprehensive overview of the 2026 federal tax law changes, including updates to deductions and credits, inflation-adjusted tax provisions, and new IRS compliance and reporting requirements. Attendees will gain practical insights into key topics such as the new Trump Accounts, charitable contribution changes for itemizers and non-itemizers, high-income itemized deduction limitations, 2026 inflation adjustments, and Form 1099 reporting thresholds. Designed for individuals, employers, and tax professionals, this session offers valuable guidance to help participants prepare for the year ahead.

Your Benefits For Attending:

  1. Understand the eligibility requirements and establishment process for the new Trump Accounts.
  2. Learn about changes to charitable contributions, including impacts on both itemizers and non-itemizers.
  3. Identify key 2026 federal tax updates, including inflation adjustments and high-income itemized deduction limitations.
  4. Gain insight into new IRS compliance and Form 1099 reporting threshold requirements to better prepare for filing obligations.

Attending this webinar will provide you with the knowledge needed to confidently navigate upcoming federal tax law changes and prepare for the 2026 filing season. Whether you are managing your own tax responsibilities or advising others, this session will help you stay informed and ready for evolving tax requirements.

Topics Covered:

  1. The new Trump Accounts – who qualifies and how to establish
  2. Changes to charitable contributions for both itemizers and non-itemizers
  3. High-income itemized deduction limitation
  4. 2026 inflation adjustments
  5. Form 1099 reporting thresholds

Speaker(s)

  • Lori Borek

    Lori Borek

    Lori Borek, CPA, is a seasoned tax accountant and Chief Operating Officer of The Borek Group, LLC. Lori recently retired from the Internal Revenue Service after a distinguished 34-year career in federal tax administration. She served in multiple critical roles at the IRS, including Revenue Agent in the Small Business/Self-Employed (SBSE) division, Analyst in the Office of Servicewide Penalties, and Senior Manager responsible for overseeing quality programs for SBSE Field and Specialty Examination. Lori also played a key role in staff development, delivering continuing professional education (CPE) training modules to revenue agents and providing quality-focused training to new frontline Examination managers.

    Lori earned her degree in Accounting from the University of Maryland University College. Now in the private sector, she brings her deep expertise and leadership to her work with The Borek Group, helping clients navigate the complexities of tax compliance and strategy.

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