Key May Updates: Planning Strategies and Tax Insights

Learning Objective: By taking this course the student will learn about the QOF Dead Zone, 180-day rule, and deferring 2026 gains into 2027 QOFs; the windfall profits tax and business child care liaison legislation proposals; repayment of mixed disability and SS benefits; excess Sec 121 gain as investment income; taxation of out of state pensions; clergy double tax benefits; charity legacy programs; assisted living insurance benefits as support; repayment of third-party disability benefits; landlord tenant tax court settlement; and the fraud blotter.

 

CPE Hours:  Federal Tax Law = 1 CPE Credit / Total = 1 CPE Credit
Accreditation:  CTEC, IRS, Enrolled Agents, NASBA CPA
Field of Study:  Federal Tax Law 
Publication Date: 5/1/2026 
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 

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