†This is not a CPA firm.
*Assurance, attest, and audit services provided by Carr, Riggs & Ingram, L.L.C.
“Carr, Riggs & Ingram” and “CRI” are the brand names under which Carr, Riggs & Ingram, L.L.C.* (“CRI CPA*”), CRI Advisors, LLC† (“CRI Advisors†” or “Advisors†”), and Capin Crouse, LLC* (“Capin Crouse CPA*”), and CRI Capin Crouse Advisors, LLC† (“Capin Crouse Advisors†”) provide professional services. CRI CPA*, Capin Crouse CPA*, CRI Advisors†, Capin Crouse Advisors†, Carr, Riggs & Ingram Capital, LLC and their respective subsidiaries operate as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CRI CPA* and Capin Crouse CPA* are licensed independent certified public accounting (“CPA”) firms that separately provide attest services, as well as additional ancillary services, to their clients. CRI CPA* and Capin Crouse CPA* are independently-owned CPA firms that provide attestation services separate from one another. CRI Advisors† and Capin Crouse Advisors† provide tax and business consulting services to its clients. CRI Advisors† and its subsidiaries, including Capin Crouse Advisors†, are not licensed CPA firms and will not provide any attest services. The entities falling under the Carr, Riggs & Ingram or CRI brand are independently owned and are not responsible or liable for the services and/or products provided, or engaged to be provided, by any other entity under the Carr, Riggs & Ingram or CRI brand. Our use of the terms “CRI,” “we,” “our,” “us,” and terms of similar import, denote the alternative practice structure conducted by CRI CPA*, Capin Crouse CPA*, Capin Crouse Advisors†, and CRI Advisors†, as appropriate.
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Save Your Spot!
Tax Tactics:
Tax Tactics:
Year-End Tax Planning for You & Your Family
Year-End Tax Planning for You & Your Family
The One Big Beautiful Bill Act reshaped the tax landscape in 2025, and additional provisions take effect for the first time in the 2026 tax year. This webinar examines significant tax law changes affecting high-income earners, retirees, and families, including the new charitable deduction for non-itemizers, the 0.5%-of-AGI floor on itemized charitable contributions, the increased SALT deduction cap, accelerated alternative minimum tax (AMT) phaseout provisions, and the permanent estate and gift tax exemption. The session also reviews year-end tax planning considerations related to income timing, retirement contributions, charitable giving, and other strategies that may be affected by these legislative changes. Live attendees who meet the program requirements are eligible to receive one (1) hour of CPE.
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November 5, 202610:00 - 11:00 AM CTWEBINAR
Vicki Bolskar
Learning Objectives
1. Evaluate the key individual tax provisions taking effect in the 2026 tax year under the One Big Beautiful Bill Act.
After completing this session, participants will be able to:
CPE Eligibility: 1 CPE Field of Study Credits
In order to be awarded full credit(s), you must respond to a minimum of 3 polling questions asked during the program and attend the webinar for a minimum of 50 minutes. Correct poll answers are not required to receive full credit.
Field of study: Taxes
Prerequisites: No prerequisites required
Advanced Prep: No advanced preparation required
Program Level: Basic
Delivery Method: Group Internet Based
Refunds: No fee. For more information regarding refund, concerns, and program cancellation policies, please contact dwood@CRIadv.com.
CRI Advisors, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
2. Identify year-end strategies for income timing, retirement contributions, and charitable giving under the new rules.
3. Analyze how the increased SALT cap, AMT phaseout changes, and estate and gift exemption may affect filing status and tax liability.
4. Apply year-end planning techniques when evaluating tax exposure, penalty considerations, and planning opportunities for the 2027 tax year.
Brittin Stange
Kris Hoffman
How do I access the webinar after I register?
After you register, you'll receive a confirmation email with your unique link to join, plus reminder emails before the webinar begins. Please join through your own registration link, since that is how we verify your attendance for CPE.
Is there a cost to attend?
No. This webinar is complimentary. Just register to reserve your spot.
How do I earn CPE credit?
To earn one hour CPE credit, join through your own unique registration link, attend at least 50 minutes of the live presentation, and answer at least three of the four polling questions. These requirements follow NASBA standards for live webinars. Credit is available only for the live webinar, not for viewing the recording afterward.
I can't find the polling questions. Where are they?
Polling questions appear in a pop-out pane in Zoom during the webinar. If you don't see it, check behind any other open windows on your screen, since it can sometimes be hidden.
When and how will I receive my CPE certificate?
CPE certificates are emailed to the address associated with your registration within seven days of the webinar.
Will the webinar be recorded or available on demand?
Yes. After the webinar, registrants receive an email with a link to the recording and the slide deck. Recorded webinars are not eligible for CPE. Credit is available only to those who attend the live session and meet the attendance and polling requirements above.
Where can I find the slide deck?
A download link is shared in the webinar chat during the session, and registrants also receive the slide deck by email afterward.
Can I ask the presenters questions?
Yes. Submit your questions through the Zoom Q&A, and our presenters will answer as many as time allows.
What if I have technical issues during the webinar?
If you run into trouble, reach out to us at marketing@criadv.com, and we'll help you get connected.
FAQ