Once tax season ends, many clients assume their tax planning is finished, but mid-year is often when some of the most valuable planning opportunities begin.
Join Doug Stives, MBA, CPA, for 2026 Mid-Year Tax Strategies: What to Review, Adjust, and Plan Now on June 30, 2026, from 2–4 PM ET, where he’ll walk through practical strategies tax professionals can discuss with clients before year-end planning becomes rushed. This webinar counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
This webinar explores the critical areas tax professionals should revisit during the middle of the year, including withholding reviews, estimated tax payments, underpayment penalty avoidance strategies, Net Investment Income Tax (NIIT) planning, self-employment tax considerations, retirement planning opportunities, and Roth conversion analysis.
Doug will also discuss overlooked tax-saving opportunities involving Qualified Business Income (QBI) deductions, business losses, tax credits, capital gains planning, and strategies for helping clients navigate changing tax circumstances before year-end.
In addition to tax planning, attendees will review important estate planning considerations, including wills, powers of attorney, medical directives, beneficiary designations, trusts, and insurance planning. The webinar also examines current IRS enforcement priorities, audit activity, digital asset reporting concerns, and areas receiving increased IRS attention.
Beyond technical tax planning, Doug will share practical ideas for strengthening client relationships, expanding advisory services, increasing practice profitability, and creating meaningful mid-year client engagements that generate value for both practitioners and clients.
Whether you serve individuals, business owners, retirees, investors, or high-net-worth clients, this webinar provides actionable planning strategies you can begin implementing immediately.
Learning Objectives
After completing this webinar, participants will be able to:
- Evaluate withholding elections and estimated tax payments to identify potential underpayment issues.
- Apply strategies designed to help clients avoid estimated tax penalties and improve tax payment planning.
- Identify planning opportunities related to Net Investment Income Tax (NIIT), capital gains, and investment income.
- Recognize self-employment tax planning opportunities for sole proprietors, partnerships, and LLCs.
- Evaluate Roth conversion opportunities and understand when conversions may be beneficial.
- Discuss Qualified Business Income (QBI) deductions, business losses, and available tax credits that may impact planning decisions.
- Identify important estate planning considerations, including beneficiary designations, wills, trusts, powers of attorney, and medical directives.
- Recognize current IRS enforcement priorities and audit areas affecting tax professionals and their clients.
- Develop strategies for creating additional advisory services and strengthening client relationships through mid-year planning engagements.
- Apply practical tax planning strategies that may help clients reduce tax liability and improve long-term financial outcomes.
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.
