April 2026 Tax Update and Planning Strategies MicroCast - 1 Hour CPEKey April Tax Updates Every Tax Professional Should Know Learning Objective: By taking this course, the student will learn about: the OBBBA 1% Remittance Transfer Tax; waiver of minimum time requirements (Sec. 911) for 2025; the IRSs admission about improper recovery rebate credit payments; adoption credit carryforward now partly refundable; a downsized IRS shifting toward fewer but deeper audits; legislation that would restore certain solar credits;

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adoption credit carryforward now partly refundable

immediate deduction limitations

and income recognition standards affect the taxation of financial benefits and economic gains

Qualified Longevity Annuity Contracts (QLACs) offer a unique planning tool that can defer income

and reporting requirements to help clients make informed retirement-income decisions

Many taxpayers assume meaningful tax savings are available only if they itemize

IRS considerations related to non-English services

practical tools

many families miss part (or all) of the savings simply by paying the wrong expense at the wrong time

pricing strategy

This course reviews how residency tests