Buxmont: Business Tax In Depth (Jennings-TaxSpeaker) - E3S5R-T-01029-26-I/O (Fed tax); E3S5R-U-01030-26-I/O (update)
16 Hours Tax (Federal); IRS: E3S5R-
Trevose, Radisson Hotel Philadelphia Northeast
2400 Old Lincoln Highway 1/4 Mile South of PA Turnpike Interchange 351 Trevose, PA 19053-6805 United States
This course also qualifies for 14 hours of CLE credits for attorneys.
The 2026 Tax Year embraces the final results of the 2025 OBBBA with massive changes in business tax compliance and planning. The course begins with a discussion of the 71 new tipped occupations that employers will have to note on W-2’s, and self-employeds on Form 4137. A quick similar discussion is made on how and where to report overtime based on 2026 IRS guidance. We then move quickly to the new charity deduction rules (with examples) for C corporations before heading to a deep analyses of the new 168(n) building depreciation rules (again with multiple examples). With the over 25 changes to fringe benefit programs for 2026 we have added a special chapter to discuss all the new and modified fringe benefit programs from an employer’s point of view. 2026 is a big year for LLC tax changes with 2 new reporting forms, multiple SE tax court cases that will upend your opinions, and new analyses of day to day partnership activities. Not yet done, we then explain the new retirement changes regarding deferrals and planning and employer provided Trump accounts. Finally this learning overload will conclude with our review of S Corporation tax issues. Along the way this year we are also adding a major discussion chapter for business owner tax planning by explaining, with examples, the incredible 1202 tax-free business sale rules, the 1244 ordinary loss deduction, and the O-Zone as applied to small business.
Each type of entity is given special attention with its own chapter. The S corp chapter will emphasize timely/late elections, owner fringe benefits and wages, as well as basis, distributions and the use of ESBT’s for family ownership transfers. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.
Upon completion of this course, practitioners will be able to explain the latest business tax law changes to clients and inform them of the various characteristics and implications of the S or C corporation form of business entity and summarize the various tax reporting and compliance requirements. The student will also gain competence to determine the appropriate treatment for various business expenses under different accounting methods. Students are also trained to discern if a corporation qualifies to file the election for S status.
| Credits | Price | |
|---|---|---|
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In-person (Member)
Registration Ends 10/14/26 at 11:59 PM EDT
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16.00 (Tax (Federal)) |
$450.00
Price will increase to $500.00 on
10/9/26 12:00 AM EDT
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| Credits | Price | |
|---|---|---|
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In-person (Non-Member)
Registration Ends 10/14/26 at 11:59 PM EDT
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16.00 (Tax (Federal)) | $545.00 |
| Credits | Price | |
|---|---|---|
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CLE Credit (In-person attendance only)
Registration Ends 10/14/26 at 11:59 PM EDT
|
14.00 (CLE) | $21.00 |
Speaker Bios: Bill Leonard CPA, MAFF, CGMA, Terry Bakker, CPA, EA, and Larry Pon CPA/PFS, CFP, EA, USTCP, AEP
Bill Leonard holds licenses and professional memberships in Massachusetts, Rhode Island, Alaska, and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C., and PT W.A. Leonard employs sixteen multilingual professionals dedicated to serving the needs of small businesses, individuals, and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since 1981 and brings more than twenty years of experience teaching at both the college and seminar levels.
Terry O’Leary Bakker CPA, EA, LTC 67985-C is the owner of O’Leary’s Tax Service, Ltd. in downtown Vancouver, Washington, across the river from Portland, Oregon. Terry graduated with her BS in Business Administration: Accounting from Portland State University in 1988 and has worked in tax ever since. Terry is an Enrolled Agent and a CPA licensed in Washington and Oregon. In addition to running an active tax practice serving the needs of individuals and small business, Terry has a commitment to the profession. She is a Past President of the Oregon Association of Independent Accountants, as well as holding other positions, including head of the Education Committee. As part of her commitment, she teaches the Enrolled Agents Preparation course for her Association and has spoken for all of the tax preparation associations in Oregon.
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and representation. He speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors. Mr. Pon teaches Income Tax at the College of San Mateo. Mr. Pon has been a long-time member of the AICPA, NAEA, CalCPA, CSEA, among many professional organizations. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco. Mr. Pon volunteers as a Money Doctor for 360 Degrees of Financial Literacy.
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For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352