2026 Tax Filing Season Essentials

This tax seminar will cover important facts to know before filing your taxes this year.

Topics include:

• The One Big Beautiful Tax Bill & TCJA Sunset
  Explaining the new tax rules in 2026, including the changes to tax brackets, standard deductions, child tax credit, SALT deductions, and estate tax exemption — and how it can impact taxpayers across different income levels.
• Why Roth Conversions Are Especially Attractive Right Now
  Explaining Roth accounts and how converting pre-tax retirement funds to Roth IRAs may allow individuals to create tax-free income for retirement.
• New Tax Rules & 2025–2026 IRS Updates
  Important tax changes affecting individuals, families, retirees, and small business owners.
• IRS Enforcement Trends & Reporting Changes
  1099-K reporting, side-income and gig-work compliance, crypto reporting, and common audit triggers.
• Tax Planning for Families, Retirees & Small Businesses
  Coordinating wages, Social Security, retirement accounts, and business income with tax-efficient strategies.
• 2026 Filing Season Checklist & Common Mistakes
  What to prepare, how to stay organized, and frequent errors people make when filing their returns.

This 90-minute seminar will be led by Katrina Luca, a Certified Public Accountant with extensive experience in promoting tax and financial literacy.

Please register below.