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 focuses on areas clients frequently overlook after filing season, including reviewing withholding elections and estimated tax payments to help reduce underpayment surprises later in the year.
Doug will also discuss situations where Roth conversions may deserve closer review, along with the importance of confirming beneficiary designations for retirement accounts and insurance policies.
Attendees will also explore broader planning conversations involving:
- Wills
- Powers of attorney
- Medical directives
- Real estate investment planning considerations
- Recent 529 plan developments
- Additional advisory opportunities for clients
The webinar will also cover potential congressional tax developments and what future legislation may mean for planning strategies moving forward.
This session is designed to help tax professionals stay proactive, strengthen client relationships, and identify planning opportunities before year-end deadlines begin piling up.
Learning Objectives
After completing this webinar, participants will be able to:
- Evaluate withholding elections and estimated tax payments for potential adjustments
- Identify Roth conversion opportunities that may deserve closer review
- Recognize why beneficiary designations should be reviewed regularly
- Explain the importance of wills, powers of attorney, and medical directives in broader planning discussions
- Identify tax planning considerations related to real estate investments
- Discuss recent 529 plan updates that may impact client planning decisions
- Recognize opportunities to provide additional advisory services beyond tax preparation
- Understand potential congressional tax developments that may affect future planning strategies
