Tax season may be over, but many important client issues are just beginning.
This course, presented on May 19, 2026, focuses on the real-world tax matters professionals often face after filing deadlines pass, including extension mistakes, estimated tax penalties, IRS correspondence, amended returns, Required Minimum Distribution (RMD) rules, charitable contribution changes, and new planning opportunities tied to Trump Accounts.
Led by Doug Stives, CPA, MBA, this course walks through common post-filing challenges that can create penalties, delays, and unnecessary client stress when not handled properly.
You’ll learn how to address extension payment issues, navigate IRS notices, understand audit concerns, review amended return considerations, and identify planning opportunities that may impact clients throughout the remainder of 2026.
This course emphasizes practical application and real-world scenarios that professionals frequently encounter after tax season ends.
Learning Objectives
After completing this course, participants will be able to:
- Identify common extension mistakes that may trigger penalties and interest
- Explain estimated tax penalty rules and Form 2210 exceptions
- Apply Required Minimum Distribution rules for retirement accounts
- Recognize best practices for handling IRS notices and correspondence
- Determine when amended returns may be appropriate
- Explain new charitable contribution deduction rules
- Understand Trump Account contribution and distribution rules
- Identify statute of limitation issues that impact returns
FAQ Section
What topics are covered in this course?
This course covers extensions, IRS notices, RMDs, amended returns, charitable deductions, Trump Accounts, and post-tax season planning strategies.
Is this course focused on current tax issues?
Yes. The course focuses on situations professionals commonly encounter after filing season ends.
Does this course cover IRS correspondence?
Yes. IRS notices, correspondence strategies, and audit considerations are included.
Are retirement planning topics discussed?
Yes. Required Minimum Distribution rules are covered.
This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
About the Presenter:
Doug Stives is considered a worldwide leader in public and management accounting by AICPA & CIMA. He is a CPA, MBA, and recently retired professor of Accounting at Monmouth University and a professional speaker at many organizations and conferences. Doug was honored as Monmouth's Outstanding Business Professor of the Year in 2009, 2016, and 2024 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. Frequent media exposure includes The Wall Street Journal and other national publications and television, including CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug was once dubbed as the "Most Tax Efficient Man in America" by the Wall Street Journal.
