Explore 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 distributions; converting personal-use property to a rental; how to amend MFS returns to MFJ; basis step-up rules in community property states; and more, plus the Tax Court Corner and Fraud Blotter.

 

CPE Hours:  Federal Tax Subject = 1 CPE Credit / Total = 1 CPE Credit
Accreditation:  CTEC, IRS, Enrolled Agents, NASBA CPA
Field of Study:  Federal Tax Law 
Publication Date: 3/1/2026 
Instructional Delivery Method: Group Internet-Based
Level:  Intermediate
Prerequisites: None
Advanced Preparation: No Advanced Preparation Required
Author: Lee Reams, Sr., BSME, EA 

 

Course Material: A copy of the course material is available for download under the Additional References tab.

Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101.

Certified Public Accountants: CountingWorks, Inc. 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. 

CountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.

Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 

Let us know abour your query!