Surgent's Adapting to OBBBA Changes: A Strategic Review

Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clien...

9/1/2026 12:00pm - 2:00pm  |  Online  |  Surgent

$119.00

CPE Categories: Taxation (2 CPE)

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Description

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.

Instructor: Mike Tucker, Ph.D., LL.M., J.D., CPA

Target Audience

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

Course Objectives

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

Subjects

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