March 2026 Tax Update and Planning Strategies MicroCast - 1 Hour CPEExplore timely March tax developments, emerging legislation, and practical planning insights for the 2026 filing season. Learning Objective: By taking this course, the student will learn about: the landmark Kwong v. United States ruling that unlocks opportunities for COVID era penalty refunds; proposed crowdfunding legislation; the Barcode Efficiency Act; when Social Security benefits are taxable to an estate; tips vs. service charges; early Roth

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Crowdfunding proceeds may be treated as taxable business income

exchange funds

You can add staff anytime — we’ll take care of the setup

This nano-learning course examines the strategic use of the limited liability company (LLC)

Module 2: CFO Advisory vs

valuation requirements

and tax treatment of Trump Accounts established under recent federal legislation

Learning Objective:  By taking this course

or misunderstanding rollover rules can create taxable income and penalties

or improper accounting methods go uncorrected

students learn the full range of alimony issues