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$54.97

Tax responsibilities do not end once returns are filed.

This course, presented on May 19, 2026, focuses on helping professionals manage post-tax season responsibilities, including extensions, estimated tax issues, IRS notices, amended returns, retirement distribution rules, charitable deduction changes, and new planning opportunities.

Doug Stives, CPA, MBA, explains common mistakes that can create penalties and delays, while providing practical guidance for handling client questions that often arise after filing season ends.

The course also explores Trump Accounts, statute of limitations rules, and timing issues that may affect future planning decisions.

Designed for practical application, this course helps professionals stay prepared for post-filing responsibilities throughout 2026.

Learning Objectives

After completing this course, participants will be able to:

Identify extension-related penalties
Explain estimated payment issues
Handle IRS notices
Apply RMD rules
Review amended return scenarios
Understand charitable deduction changes
Explain Trump Accounts
Identify statute limitations concerns

FAQ Section

Is this course focused on post-tax season issues?
Yes. It focuses on common responsibilities that arise after filing deadlines pass.

Does it cover planning opportunities?
Yes. Charitable planning and Trump Accounts are included.

Are IRS notices covered?
Yes.

Is this practical or theoretical?
This course emphasizes practical application.

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.