Seminar Overview

With the 2025 filing season over, there is still doubt and confusion about whether returns have been done correctly. Did your clients properly calculate “no tax on tips” for employees? Were credit card tips included as tax free? If not, should issues be re-visited and affected client returns amended? With multiple revisions in IRS guidance on tax free overtime, did you calculate that deduction properly? Or could the IRS flag it? And what about the avalanche of CP53E notices? Should you really ignore them as the IRS advises? Or should you delve deeper into them to insure they won’t become a headache with 2026 returns?

Now is the time to revisit those issues and more with our IRS expert, GEAR UP’s Rick Oelerich, as he brings clarity to how these and other IRS reporting issues are handled, how and IF you should amend returns, and most importantly, what to do now to insure 2026 reporting is “audit proof.” Rick will also offer tax planning advice to help clients minimize what they pay, and he’ll answer your questions in this fast-paced virtual CPE event.

Meet Your Presenter:

GEAR UP’s Rick Oelerich has been a presenter for GEAR UP Seminars for over 25 years. He is an expert on IRS issues having provided timely seminars and updates on IRS issues for GEAR UP. The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.

CPE Credits: 2 CPEs in Taxation

Seminar Fees:

We’re holding the line! No price increases in 2026!

Active Member: $80
Associate Member: $80
Education Member: $80 (when $50 out-of-state membership is paid)
Member Employee: $107 (includes associate membership)
Non-Member: $150

REGISTER HERE: 2026 MTAP Tax Season Review and Tax Planning Seminar

NOTE: To register 3 or more people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) available when calling.