Surgent's The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals

It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these...

9/3/2026 12:00pm - 2:00pm  |  Online  |  Surgent

$119.00

CPE Categories: Taxation (2 CPE)

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Description

It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers.

This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you.

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

Marginal tax rates effective in 2025 and beyond

The QBI deduction

Qualified residential interest

Child Care Credit

Miscellaneous itemized deductions, including the educator deduction

Rollovers from 529 plans to ABLE accounts

Additional expenses treated as qualified higher education expenses for purposes of 529 accounts

Termination of credits for environmentally clean autos and expenditures

Other timely topics