Surgent's Adapting to OBBBA Changes: A Strategic Review (ADO2)
2026-04-28 14:00 - 16:00 UTC | Webinar
Surgent's Adapting to OBBBA Changes: A Strategic Review (ADO2)

04/28/26 09:00 AM CST
- 04/28/26 11:00 AM CSTDescription:
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.Objectives:Understand the many new tax changes taking place as a result of OBBBAAdvise clients with regard to planning strategies they could profitably adopt in light of the OBBBA changesPresenters:Mike Tucker, Ph.D., LL.M., J.D., CPAIan Redpath, J.D., LLMKaren Davis, EA, MBA, Ph.D.Field of Study:Taxes (2)Major Topics:Business lossesThe SALT capImplementing Section 1202 changesForm 1099 reporting changesBusiness mealsHealth care–related issuesFamily and medical leaveOther crucial OBBBA provisionsLocation:
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