CPE & Event Calendar

Recent IRS guidance is reshaping planning, elections, and compliance for the 2025 tax year and beyond. This session provides a high level, practical overview of IRS updates affecting bonus depreciation, Qualified Production Property (QPP), §163(j) elections, and Prevailing Wage and Apprenticeship (PWA) compliance, along with real world observations from the first filing season under OBBBA. Who should attend? This session is intended for CPAs and tax professionals involved in tax planning or compliance, including those advising on bonus depreciation, Qualified Production Property (QPP), or PWA. The discussion will provide clarity on current IRS guidance and practical considerations relevant to these areas.

Your staff is already using AI tools. The question is which ones can touch client data without crossing an IRS or FTC line. This session reviews ChatGPT, Copilot, Gemini, Claude, and Perplexity and what each one does with the data you input. You'll learn how free tiers differ from business tiers, when a tool trains on your inputs, and where IRS Publication 4557 and the FTC Safeguards Rule apply. You'll leave with a short checklist for vetting any AI tool before your team pastes a client return into it.

This focused year-end session provides CPAs with a checklist covering the most impactful tax-saving strategies for real estate clients in 2026. Topics include cost segregation timing, depreciation elections, partial asset dispositions, coordinated incentive planning, §163(j) considerations, and audit-ready documentation strategies.

Free CPE credits available only to NECPAs members. Check back for more information to come!