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what may be excluded
Identify how artificial intelligence is changing operations within tax and accounting firms
shareholder consent requirements
and professional standards
Identify the requirements and tax benefits associated with Health Savings Accounts under IRS rules
March 2026 Tax Update and Planning Strategies MicroCast - 1 Hour CPE Business Management and Organization what may be excludedExplore 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
