IRS Nationwide Tax Forum 2026: sessions to 43 attend in NY, Orlando & San Diego

TaxDome is on the road again this summer, stopping at three of the five cities on the IRS Nationwide Tax Forum 2026 circuit: New York, Orlando, and San Diego.

Each forum runs the same core continuing-education program with its own local schedule, so we pulled every session at all three, cross-referenced the New York, Orlando, and San Diego schedules against each other, and built this guide to help you plan whichever city you’re attending.

New York: Tuesday, August 18th to Thursday, August 20th

New York runs the fullest version of the program on this tour. Below is every one of the 43 sessions on the New York schedule, listed in full and organized day by day. Every session that also runs in Orlando and San Diego is covered here first.

Day 1: Tuesday, August 18th

A look into the Independent Office of Appeals

8:00 – 8:50 am (repeats Day 3, 2:00 pm)

Covers how Appeals stays independent from IRS compliance functions, the steps in the appeals process, and practical tips for preparing a case.

AI deepfakes, identity theft & tax pro security: protecting your practice in the next era of fraud

8:00 – 8:50 am (repeats Day 2, 2:15 pm)

This panel brings together tax, industry and enforcement experts to walk through how deepfakes, synthetic identities and dark web data trading are changing the fraud landscape.

Expect practical takeaways on required safeguards, including a written information security plan and layered access controls, plus clear steps for what to do if a breach happens anyway.

Beyond the basics: Circular 230, due diligence, and managing professional risk

8:00 – 8:50 am (repeats Day 2, 10:10 am)

An advanced look at due diligence under Circular 230, with real-world scenarios covering unreliable information and the risks of relying on AI tools or third-party data.

Schedule C issues facing the tax professional

8:00 – 8:50 am (repeats Day 3, 2:00 pm)

Covers the self-employment and Section 199A issues that come up on every Schedule C, plus common audit triggers and the line between a Section 162 active business and a Section 183 hobby.

Tax issues relating to NIL, performers, and influencers

8:00 – 8:50 am (repeats Day 3, 12:55 pm)

Focuses on the tax treatment of Name, Image and Likeness income, sponsorships and creator payouts, including the due diligence traps that come with claiming refundable credits on thinly documented income.

Both sessions point to the same shift: clients with less conventional income streams need practitioners who specialize, not generalists working from a standard checklist.

New capabilities for business tax pros, refund status email and more for IRS online accounts

9:05 – 9:55 am (repeats Day 3, 8:00 am)

A live walkthrough of Tax Pro Account updates, including managing business CAF authorizations, opting into refund status email alerts, and new Business Tax Account payment types.

Review the Qualified Business Income Deduction and 2026 updates

9:05 – 9:55 am (repeats Day 2, 2:15 pm)

QBID remains one of the most frequently misunderstood deductions on a pass-through return. This session walks through who qualifies, what counts as qualified business income, and how the specified service trade or business rules and W-2 wage limitations apply.

It also covers what changes for 2026, including a new minimum deduction amount and updated threshold and phase-in figures.

Tax-exempt organizations, charities & nonprofits updates

9:05 – 9:55 am (one time only)

Covers the latest guidance affecting exempt organizations, including new group exemption letter procedures and the revised Form 8940.

Unlocking savings: the four temporary deductions you can’t afford to miss under the Working Families Tax Cuts Act

9:05 – 9:55 am (repeats Day 3, 12:55 pm)

Breaks down the four temporary Working Families Tax Cuts Act deductions available through 2028: the senior bonus deduction, overtime income, tips income, and auto loan interest.

Your license to practice: Circular 230 and the role of the Office of Professional Responsibility

9:05 – 9:55 am (repeats Day 2, 2:15 pm)

An introductory session on who qualifies as a practitioner under Circular 230, OPR’s oversight role, and the ethical obligations that apply throughout client representation.

Churches, clergy and donors: common tax issues for practitioners

10:10 – 11:00 am (repeats Day 2, 8:00 am)

Covers filing requirements, minister compensation and benefits, and common compliance errors specific to churches, clergy and their donors.

Penalties and disaster tax relief

10:10 – 11:00 am (repeats Day 2, 2:15 pm)

Explains the new Automatic Exemption from Penalty, how it differs from First Time Abate, and filing relief available in federally declared disaster areas.

Tax professional’s guide to preparing tax returns for taxpayers with ITINs

10:10 – 11:00 am (repeats Day 3, 3:05 pm)

A practical guide to ITIN filing scenarios, how ITIN status affects dependent and credit eligibility, and the due diligence documentation that reduces preparer-penalty exposure.

Unpacking the BBA: compliance and challenges

10:10 – 11:00 am (repeats Day 2, 9:05 am)

Covers recent guidance on the Centralized Partnership Audit Regime, partnership representative responsibilities, and the administrative adjustment request process.

Plenary session: IRS compliance, filing season and technology updates, a conversation with IRS leadership

1:30 – 2:20 pm (one time only)

IRS leadership covers compliance’s operating status, filing season updates, recent tax law changes, and how emerging technology is shaping enforcement.

Ethics in 2026, get it right

2:45 – 3:35 pm (repeats Day 2, 3:20 pm)

Presented by the AICPA, this session reviews how the Working Families Tax Cuts Act and recent legislation have shifted ethical obligations under Circular 230, the AICPA’s Code of Professional Conduct and the NAEA’s Code of Ethics.

Managing IRS collection cases: tools, timing and tactics

2:45 – 3:35 pm (repeats Day 2, 3:20 pm)

A panel of Collection personnel and a practitioner walk through the collection process from initial notice to Revenue Officer assignment, plus Installment Agreements, Offers in Compromise, and penalty relief tactics.

Exiting a corporation: tax fundamentals every practitioner should know

2:45 – 3:35 pm (repeats Day 3, 2:00 pm)

Covers the tax treatment, reporting and common pitfalls of the three main ways to exit or close a corporation: liquidation, asset sales and stock sales.

Navigating the IRS: did you know?

2:45 – 3:35 pm (repeats Day 3, 4:10 pm)

A tour of modernized IRS payment methods, online account features, and the Issue Management Resolution System, aimed at cutting down back-and-forth with the agency.

Representation 101

2:45 – 3:35 pm (repeats Day 3, 9:05 am)

Covers Form 2848 and Form 8821, the scope of authority under Circular 230, how to submit authorizations through Tax Pro Account, and how to get a CAF 77 listing.

EO Workshop: tax-exempt organizations, charities & nonprofits compliance basics, resources, and recent updates

2:45 – 3:35 pm 100 min (repeats Day 2, 9:05 am)

A two-hour workshop on the exemption application process, avoiding automatic revocation of exempt status, and how to regain it if a charity is auto-revoked.

Stay compliant. Stay competitive. Stay ahead. An update from the Tax Professional Management Office.

3:50 – 4:40 pm (repeats Day 3, 12:55 pm)

Covers how the Tax Professional Management Office administers PTIN, the Enrolled Agent credential and the Annual Filing Season Program, plus upcoming process improvements.

Digital asset information reporting, what practitioners need to know

3:50 – 4:40 pm (repeats Day 2, 10:10 am)

Form 1099-DA reporting is still new territory for most preparers. This session covers what is and isn’t captured on the form, what other information returns might report digital asset activity, and how reporting changes for transactions after January 1, 2026.

Tick tock, the clock is running, or is it? Understanding the statute of limitations

3:50 – 4:40 pm(repeats Day 3, 3:05 pm)

Walks through assessment, collection and refund limitation periods under IRC sections 6501, 6502 and 6511, including exceptions for fraud and substantial omissions.

Navigating wage reporting with SSA: new requirements, tools and best practices for submitters

3:50 – 4:40 pm (repeats Day 2, 9:05 am)

Covers SSA wage reporting requirements, the Business Services Online authorization process, and how to resolve anomalous wage reports before they become a problem.

Recognizing emerging schemes: real world examples and steps to protect your firm

3:50 – 4:40 pm (repeats Day 3, 8:00 am)

IRS-CI, compliance staff and practitioners walk through anonymized examples of how legitimate firms get exposed to emerging schemes without realizing it, and what internal controls actually catch the early warning signs.

Day 2: Wednesday, August 19

Coloring outside the lines: shaping the future of tax administration

8:00 – 8:50 am (repeats Day 3, 4:10 pm)

This session unpacks the National Taxpayer Advocate’s Purple Book and the legislative recommendations behind it, including the MATH Act and provisions of the TAS Act. It’s a useful primer for anyone who wants to understand where procedural reform is headed, not just where the rules stand today.

Data breaches: what tax professionals need to do and when to do it

8:00 – 9:40 am (repeats Day 3, 2:00 pm)

A two-hour deep dive into breach response, from detection and containment through IRS notification and client communication. The session leans on real-world examples rather than theory.

Operating a retirement plan for the do-it-yourself small business owner

8:00 – 8:50 am (repeats Day 3, 12:55 pm)

Walks through the types of retirement plans a small business can offer, how employees become participants, and common mistakes in plan documents.

Section 530A Trump Accounts: contributions by parents and guardians, employer contributions, qualified general contributions and government pilot contributions

8:00 – 8:50 am (repeats Day 3, 8:00 am)

Introduces the new Trump Accounts under Section 530A, including annual contribution limits, the Section 6434 pilot program, and how the account converts to an IRA at age 18.

Apply the qualified tip and qualified overtime deductions in practice

9:05 – 9:55 am (repeats Day 3, 4:10 pm)

Covers what qualifies as tip income and overtime compensation under the new deductions, how to calculate the deductible amount for 2025, and what changes for 2026 reporting.

The details matter when it comes to your due diligence

9:05 – 9:55 am (repeats Day 3, 8:00 am)

Walks through the due diligence audit process and the four paid preparer requirements for completing Form 8867 on self-employed and refundable-credit returns.

How much do you know about refundable credits?

10:10 – 11:00 am (repeats Day 3, 4:10 pm)

An overview of 2026 eligibility rules for EITC, CTC, ACTC, ODC, the American Opportunity Tax Credit, the Adoption Credit and Head of Household filing status.

Navigating IRS audits: processes, documentation and digital tools for tax professionals

10:10 – 11:00 am (repeats Day 3, 9:05 am)

A panel of SB/SE Exam personnel walks through the audit lifecycle from initial contact to resolution, including how field and virtual audits differ and which digital tools, like the Document Upload Tool and Taxpayer Digital Communications, actually speed up case resolution.

The Working Families Tax Cuts Act deductions for tips, overtime and car loan interest: what’s reported where?

10:10 – 11:00 am (repeats Day 3, 3:05 pm)

Covers new Form W-2 and 1099 reporting for the tips and overtime deductions, plus the new Form 1098-VLI for car loan interest and where each shows up on Schedule 1-A.

Plenary: artificial intelligence in tax, panel discussion

1:00 – 1:50 pm (one time only)

This is the session to prioritize if you only attend one AI-focused talk in New York. Panelists cover how AI tools can connect to IRS e-Services and the Transcript Delivery System to pull and organize transcripts, and how practitioners can use AI-generated drafts for notice responses while still meeting Circular 230 review obligations.

Tax law changes, Saver’s Match and other key updates for tax year 2026

2:15 – 3:05 pm (repeats Day 3, 12:55 pm)

Covers concrete tax law changes for 2026 and a preview of 2027, including the Saver’s Match, math error notices, and a forms-change appendix.

EO Workshop: charities & nonprofits, unrelated business income

2:15 – 3:05 pm one time only

A two-hour workshop on Unrelated Business Income, with case studies on gaming activities and Form 990-T filing requirements for tax-exempt organizations.

Recent updates in retirement plan guidance, what you need to know

3:20 – 4:10 pm (repeats Day 3, 9:05 am)

Covers SECURE 1.0 and 2.0 updates, new rules for long-term part-time employees, and expanded EPCRS self-correction procedures.

Resolving disputes effectively: the power of ADR

3:20 – 4:10 pm (repeats Day 3, 8:00 am)

Explains the IRS’s five Alternative Dispute Resolution programs and new pilot upgrades, with practical guidance on using ADR to settle cases faster.

Day 3: Thursday, August 20

TIGTA: what preparers need to know

9:05 – 9:55 am one time only

A look at the Treasury Inspector General for Tax Administration’s oversight role, current scam and cyber-fraud trends targeting preparers, and practical tips for helping clients protect themselves. Worth attending simply because it’s not repeated.

Keynote address

10:40 – 11:30 am one time only

IRS leadership closes out the main program with an update on compliance priorities, the Working Families Tax Cuts Act’s 2027 filing season provisions, and the agency’s Digital IRS initiative, including its push toward zero paper processing and enhancements to Online Account, Tax Pro Account and Business Tax Account.

It’s a reminder that the IRS is investing in the same kind of digital client experience that firms are increasingly expected to offer on their own end, through a secure client portal and mobile access rather than paper and phone tag.

New York State law changes

3:05 – 3:55 pm, State credit only

The one session on the schedule specific to the host state, covering New York’s sales and use tax re-registration program, the penalty and interest discount program, the POWER Rebate Credit and other state tax credit changes. If you serve New York clients, this is the session other cities on the tour simply won’t offer.

Beyond the seminar room

A few forum features run outside the numbered seminar schedule, don’t carry CE credit, and are the same at every 2026 forum location, including New York, Orlando and San Diego.

Day Zero

An extended Monday program the day before the main forum opens, with three practice-management sessions, the Annual Federal Tax Refresher, and a peer-to-peer issue resolution panel. Everything except the Refresher course is open to any paid attendee with no extra sign-up.

Case Resolution Room

Book a one-on-one appointment with the Taxpayer Advocate Service and IRS specialists to work an unresolved client case on the spot. Appointments open three weeks before each forum and fill on a first-come, first-served basis.

Digital Account Services Room

Same-day appointments with IRS representatives covering CAF and authorization issues, e-Services and e-file applications, PTIN and Enrolled Agent programs, and identity authentication support.

Taxpayer Advocate town hall

An interactive Q&A with the National Taxpayer Advocate during the networking reception, open to any attendee who wants to raise emerging taxpayer issues directly.

Full details on hours and how to book are on the IRS’s own Forum Highlights page.

Orlando and San Diego: the same national program, on a different clock

Orlando and San Diego run an identical 41-session program to each other, and every one of those 41 sessions is already covered in the New York breakdown above. Neither city runs the closing keynote address or a state-specific session the way New York does, so their printed programs are effectively a subset of New York’s.

What differs is the clock. Both cities shift the Thursday schedule around a longer lunch and an extra 11:15 am slot that New York doesn’t have, and end the day earlier, at 4:30 pm instead of 5:00 pm.

Visual: HTML table

For the exact times of each session in Orlando or San Diego, check the official schedule for that city. Session descriptions are the same ones covered in the New York section above.

Frequently asked questions

Is TaxDome attending the IRS Nationwide Tax Forum?

Yes. TaxDome will be on-site at three of the five 2026 forum locations: New York (Aug 18-20), Orlando (Sept 1-3) and San Diego (Sept 15-17).

Are the Orlando and San Diego forums the same as New York?

Mostly. Orlando and San Diego run an identical 41-session program to each other, and all 41 of those sessions also run in New York. New York additionally runs a closing keynote address and a New York-specific state law session that the other two cities don’t offer.

When is the IRS Nationwide Tax Forum New York 2026?

The New York forum runs from August 18 to 20, 2026 at the New York Hilton Midtown.

How many sessions are on the IRS Nationwide Tax Forum New York schedule?

The New York program includes 43 distinct seminars and workshops, most repeated across two or three days, which together add up to more than 40 seminars and workshops.

How many CE credits can I earn at the IRS Nationwide Tax Forum New York?

Attendees can earn up to 18 continuing education credits across the three-day event, depending on which sessions they attend and complete in full.

Who can attend the IRS Nationwide Tax Forum?

The forum is designed for enrolled agents, certified public accountants, Annual Filing Season Program participants and other tax professionals. There are no advanced preparation requirements or prerequisite requirements to register for any of the standard seminars.

Are IRS Tax Forum sessions the same in every city?

Most of the core curriculum repeats across the IRS’s forum cities, but not every city adds a state-specific session. Among the three TaxDome is attending, only New York does.

Building a schedule that pays off

Between AI-driven fraud defense, digital asset reporting, sessions on specialized client segments, this year’s IRS Nationwide Tax Forum program reflects how much the compliance side of the job has changed in the last few years, whether you catch it in New York, Orlando, or San Diego.