May 2026 Tax Update and Planning Strategies MicroCast - 1 Hour CPE community property Clients may be left without

Clients may be left without representation

draft Form 1098-LVI

personal benefits forfeited

and advisors working with pass-through businesses

Navigate Inherited IRA Rules with Greater Confidence

May 2026 Tax Update and Planning Strategies MicroCast - 1 Hour CPE community property Clients may be left withoutKey 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;