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PRODID://NDCP//464480
BEGIN:VEVENT
DTSTAMP:20260506T015546
VTIMEZONE:America/Chicago
DTSTART:20251218T180000Z
DTEND:20251218T213000Z
UID:464480
SUMMARY:Surgent's 2025 Tax Changes and Year-end Planning Opportunities (YT25)
LOCATION:Webinar
DESCRIPTION:Surgent's 2025 Tax Changes and Year-end Planning Opportunities (YT25)\n\n12/18/25 12:00 PM CST\n - 12/18/25 03:30 PM CST\Description:\nThis program covers tax planning developments in 2025 that are relevant to accounting and finance professionals and their clients. Most of the 2025 planning opportunities we discuss are the result of changes in the tax law brought about by the One Big Beautiful Bill Act (OBBBA). Tax advisors and their clients now have the opportunity to utilize these changes to develop tax planning strategies for 2025 and for later years.Objectives:
 Advise clients regarding tax changes and tax strategies available in late 2025 and for later years in light of the many important tax changes enacted in OBBBA
 Presenters:Mike Tucker, Ph.D., LL.M., J.D., CPAKaren Davis, EA, MBA, Ph.D.Edward Renn, Esq.Field of Study:Taxes (4)Major Topics:
 Using the new rules for tips and overtime pay
 Customarily tipped occupations mandatory for the tips deduction
 Taking advantage of the increased standard deduction
 How to qualify for the $6,000 senior deduction
 Estate tax planning after OBBBA, including a discussion of the portability election
 Using 529 plans and ABLE accounts most effectively
 Treating postsecondary credentialing expenses as qualified higher education expenses for purposes of 529 accounts
 Taking advantage of the SALT deduction
 Pass-through entity considerations
 Deducting interest on new car loans
 Making the most of the new Trump Accounts
 Using scholarship granting organizations to subsidize school expenses
 Using green energy credits before they expire
 New health savings accounts rules
 The QBI deduction
 Forms 1099-K, 1099-MISC, and 1099-NEC
 Employer student loan payments
 Taking maximum advantage of bonus depreciation
 Qualified production property
 Taking advantage of expanded Section 179 depreciation
 Domestic research and experimental expenditures
 Business losses
 New Opportunity Zone legislation
 Section 1202 QSBS
 Other timely provisions
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's 2025 Tax Changes and Year-end Planning Opportunities (YT25)<br /><br />12/18/25 12:00 PM CST - 12/18/25 03:30 PM CST<br />Description:<br />This program covers tax planning developments in 2025 that are relevant to accounting and finance professionals and their clients. Most of the 2025 planning opportunities we discuss are the result of changes in the tax law brought about by the One Big Beautiful Bill Act (OBBBA). Tax advisors and their clients now have the opportunity to utilize these changes to develop tax planning strategies for 2025 and for later years.<br><br><b>Objectives:</b><br><ul>
    <li>Advise clients regarding tax changes and tax strategies available in late 2025 and for later years in light of the many important tax changes enacted in OBBBA</li>
</ul><br><b>Presenters:</b><br>Mike Tucker, Ph.D., LL.M., J.D., CPA<br>Karen Davis, EA, MBA, Ph.D.<br>Edward Renn, Esq.<br><br><b>Field of Study:</b><br>Taxes (4)<br><br><b>Major Topics:</b><br><ul>
    <li>Using the new rules for tips and overtime pay</li>
    <li>Customarily tipped occupations mandatory for the tips deduction</li>
    <li>Taking advantage of the increased standard deduction</li>
    <li>How to qualify for the $6,000 senior deduction</li>
    <li>Estate tax planning after OBBBA, including a discussion of the portability election</li>
    <li>Using 529 plans and ABLE accounts most effectively </li>
    <li>Treating postsecondary credentialing expenses as qualified higher education expenses for purposes of 529 accounts</li>
    <li>Taking advantage of the SALT deduction</li>
    <li>Pass-through entity considerations</li>
    <li>Deducting interest on new car loans</li>
    <li>Making the most of the new Trump Accounts</li>
    <li>Using scholarship granting organizations to subsidize school expenses</li>
    <li>Using green energy credits before they expire</li>
    <li>New health savings accounts rules  </li>
    <li>The QBI deduction</li>
    <li>Forms 1099-K, 1099-MISC, and 1099-NEC</li>
    <li>Employer student loan payments</li>
    <li>Taking maximum advantage of bonus depreciation</li>
    <li>Qualified production property</li>
    <li>Taking advantage of expanded Section 179 depreciation</li>
    <li>Domestic research and experimental expenditures</li>
    <li>Business losses</li>
    <li>New Opportunity Zone legislation</li>
    <li>Section 1202 QSBS</li>
    <li>Other timely provisions</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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