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Identify the requirements and tax benefits associated with Health Savings Accounts under IRS rules
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and professional standards
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March 2026 Tax Update and Planning Strategies MicroCast - 1 Hour CPE Business Management and Organization Identify the requirements and taxExplore 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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