After April 15, tax professionals often face practical issues that require immediate attention, making it essential to focus on actionable guidance beyond the filing deadline.
This 2-hour webinar helps you organize what needs attention now and what conversations may need to happen next by focusing on the real-world decisions and situations that arise after tax season ends. From managing extensions and handling missed deadlines to responding to IRS notices and preparing for second-quarter estimated payments, this webinar provides a structured look at what needs attention now and what can’t be ignored. This course counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
You’ll also review required minimum distribution (RMD) reminders, when amended returns make sense, and how evolving rules, such as changes to charitable contributions and emerging planning tools like Trump Accounts, may affect conversations moving forward.
This is not a recap of tax law changes. Instead, it’s a practical walkthrough of the issues showing up right now.
LEARNING OBJECTIVES
After completing this session, participants will be able to:
- Identify next steps for clients who filed extensions or missed the filing deadline
- Evaluate second quarter estimated tax payment considerations and timing
- Recognize common IRS notices and outline appropriate response strategies
- Determine when filing an amended return may be appropriate and when it may not
- Review key RMD reminders and timing considerations for 2026
- Understand how new charitable contribution rules may affect planning discussions
- Summarize emerging concepts such as Trump Accounts and their potential impact
FAQ Section
Is this webinar focused on tax law updates?
No. This session is focused on post-tax season action items, client follow-up issues, and planning topics for 2026.
Will this cover missed filing deadlines?
Yes. The webinar will address what to consider when a client did not file, and no extension was submitted.
Will IRS notices be discussed?
Yes. Doug will review how to approach IRS notices and response considerations.
Does this include 2026 planning topics?
Yes. The session includes estimated payments, RMD reminders, charitable contribution rules, Trump Accounts, and other post-season planning considerations.
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.
