Courses

Surgent's Adapting to OBBBA Changes: A Strategic Review

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Member Price: $119.00 Non-Member Price: $149.00

Date/Time:: Dec 29, 2025, 9:00am–11:00am
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 2.00
Fields of Study:: Taxes
Level:: Basic

Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond.

This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.

Objective

Understand the many new tax changes taking place as a result of OBBBA
Advise clients with regard to planning strategies they could profitably adopt in light of the OBBBA changes

Highlights

Business losses
The SALT cap
Implementing Section 1202 changes
Form 1099 reporting changes
Business meals
Health care–related issues
Family and medical leave
Other crucial OBBBA provisions

Designed For

Accounting and finance professionals who wish to be informed for their own knowledge or who will be advising clients regarding the tax changes brought about by the OBBBA

Prerequisite

None

Advanced Preparation

None