Stay compliant and maximize savings
This series aims to help attendees understand major tax, estate, and financial changes related to the One Big Beautiful Bill Act, while also equipping them with actionable tools to better serve their own clients and adapt to the evolving regulatory landscape.
Please note that CPE is not offered for session recordings.
What's Impacting the 2025 Filing Season?
August 26 at 3 pm EST
The OBBBA series helps firm clients understand major tax, estate, and financial changes—like expanded deductions and new planning strategies—so they can stay compliant and maximize savings. Attending equips them with expert insights and actionable tools to better serve their own clients and adapt to the evolving regulatory landscape.
The New Normal Under OBBBA
September 9 at 3 pm EST
Explore how OBBBA permanently reshapes the individual tax landscape. We’ll cover permanent TCJA rate extensions, new standard deduction thresholds, elimination of personal exemptions, expanded Child Tax Credit and Other Dependent Credit, AMT changes and Pease limitation replacement
Itemized deductions reimagined: What’s in, what’s out
September 30 at 3 pm EST
Review new deductions aimed at middle-income and working-class taxpayers and dive into the restructured itemized deduction framework
Education and family: Student loans, 529s, and adoption credits
October 28 at 3 pm EST
Understand the expanded tax benefits for education and family planning
OBBBA for businesses: QBI, SALT, and loss limitations
November 12 at 3 pm EST
Analyze key business tax provisions: permanent 20% QBI deduction with expanded phaseouts, SALT deduction increase, permanent EBL limitation under Sec. 461 (l)
Depreciation & Expensing: Bonus, Sec. 179, and Manufacturing Property
December 2 at 3 pm EST
Explore powerful incentives for capital investment: 100% bonus depreciation, expanded Sec. 179 expensing limits, and special rules for manufacturing property placed in service before 2031
Explore powerful incentives for capital investment: 100% bonus depreciation, expanded Sec. 179 expensing limits, and special rules for manufacturing property placed in service before 2031
Information reporting, credits and compliance: What’s changing?
December 16 at 3 pm EST
Stay ahead of compliance and reporting changes: form 1099 threshold increase to $2,000,, repeal of ARPA’s 1099-K de minimis rule, expanded employer childcare credit, paid family leave credit enhancements, and ERC enforcement and limitations
Stay ahead of compliance and reporting changes: form 1099 threshold increase to $2,000,, repeal of ARPA’s 1099-K de minimis rule, expanded employer childcare credit, paid family leave credit enhancements, and ERC enforcement and limitations
Global & Strategic Tax: FDII, GILTI, BEAT, and Opportunity Zones
January 13 at 3 pm EST
Understand the international and strategic tax shifts: FDII and GILTI deduction reductions and renaming, BEAT rate fixed at 10.5%, Permanent Opportunity Zone policy with rolling 10-year designations
Understand the international and strategic tax shifts: FDII and GILTI deduction reductions and renaming, BEAT rate fixed at 10.5%, Permanent Opportunity Zone policy with rolling 10-year designations