Tax Topics Roundtable

Course Description

We ask our meeting attendees to bring questions to discuss during the interactive roundtable meeting.  Expected topics to be discussed will relate to returns being prepared during the 2026 tax season, such as filing status, dependency exemption, rental issues, qualified business income, energy tax credits, beneficial ownership information reporting requirements, due duligence for tax professionals and more.

Learning Objectives

· Discuss and provide answers to current tax questions arising in our practices.

· Share knowledge obtained through experience and/or research.

· Brainstorm procedural issues in an attempt to implement better results in a more efficient manner.