Monthly Tax Update (March) - 2026 (Completed)

NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card

These monthly update webinars provide an opportunity to stay on top of developments that directly and indirectly affect your clients and practice. The focus is on key guidance from legislation, tax agencies and the courts that represent new interpretations, as well as guidance on new laws. Join tax expert, Annette Nellen, as she emphasizes the updates most relevant to individuals and small businesses. This course will cover federal developments and issues, as well as key state and multistate changes likely to have a broad impact. We encourage you to register each month to stay on top of the constant change in tax guidance, build a strong foundation for tax planning, and identify possible practice development areas.

Who Should Attend
Practitioners at all levels looking for a way to efficiently stay on top of key federal and state developments of most relevance to individuals and small businesses.

Topics Covered

• Recent OBBBA guidance including for Trump
• Accounts and IRS late clarification of tip income deduction for contractors
• Filing season stats
• Tariffs and USSC update
• Recent cases on charitable contributions, partnerships, home sale gain exclusion, and more
• IRS Dirty Dozen List for 2026
• IRS new website for reporting fraud and scams
• Select multistate developments
• Legislative proposals

Learning Objectives

• Identify key developments from legislatures, tax agencies and the courts
• Recognize law changes that may affect your clients and your practice

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic understanding of tax preparation.

Advance Preparation
None