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VERSION:2.0
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PRODID://NDCP//515803
BEGIN:VEVENT
DTSTAMP:20260429T165907
VTIMEZONE:America/Chicago
DTSTART:20270416T170000Z
DTEND:20270416T190000Z
UID:515803
SUMMARY:Surgent's Review and Analysis of Crucial OBBBA Changes (COB2)
LOCATION:Webinar
DESCRIPTION:Surgent's Review and Analysis of Crucial OBBBA Changes (COB2)\n\n04/16/27 12:00 PM CST\n - 04/16/27 02:00 PM CST\Description:\nAccounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers.
 Accounting and finance practitioners will gain a better understanding of this very complex set of new tax rules. Practitioners will grasp what is new and what is a continuance of prior rules to develop deeper insights into the many changes that the OBBBA made to the law.
 If you still feel you need to learn more about how OBBBA works, this program is for you. We have assembled a two-hour review and analysis of what we consider the most important changes from OBBBA that impact client transactions.
 To the extent that Treasury has provided guidance relating to these new OBBBA changes, we will discuss that guidance. Where guidance is lacking, we will point out areas that require future attention from Treasury. 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
 Presenters:Mike Tucker, Ph.D., LL.M., J.D., CPAKaren Davis, EA, MBA, Ph.D.Field of Study:Taxes (2)Major Topics:
 Changes to the standard deduction
 Senior deduction
 Deduction for auto loan interest
 Estate tax changes and the portability option
 Tax consequences associated with investing in revised opportunity zones
 Full expensing of domestic R&E
 Individual and corporate charitable contributions
 Wagering losses
 Student loan discharges
 Taking advantage of scholarship granting organizations (SGOs)
 Dependent care assistance program
 Other crucial OBBBA provisions
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Review and Analysis of Crucial OBBBA Changes (COB2)<br /><br />04/16/27 12:00 PM CST - 04/16/27 02:00 PM CST<br />Description:<br />Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. <br />
<br />
Accounting and finance practitioners will gain a better understanding of this very complex set of new tax rules. Practitioners will grasp what is new and what is a continuance of prior rules to develop deeper insights into the many changes that the OBBBA made to the law. <br />
<br />
If you still feel you need to learn more about how OBBBA works, this program is for you. We have assembled a two-hour review and analysis of what we consider the most important changes from OBBBA that impact client transactions. <br />
<br />
To the extent that Treasury has provided guidance relating to these new OBBBA changes, we will discuss that guidance. Where guidance is lacking, we will point out areas that require future attention from Treasury. <br><br><b>Objectives:</b><br><ul>
    <li>Understand the many new tax changes taking place as a result of OBBBA</li>
    <li>Advise clients with regard to planning strategies they could profitably adopt in light of the OBBBA changes</li>
</ul><br><b>Presenters:</b><br>Mike Tucker, Ph.D., LL.M., J.D., CPA<br>Karen Davis, EA, MBA, Ph.D.<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Changes to the standard deduction</li>
    <li>Senior deduction</li>
    <li>Deduction for auto loan interest </li>
    <li>Estate tax changes and the portability option </li>
    <li>Tax consequences associated with investing in revised opportunity zones </li>
    <li>Full expensing of domestic R&amp;E </li>
    <li>Individual and corporate charitable contributions </li>
    <li>Wagering losses </li>
    <li>Student loan discharges </li>
    <li>Taking advantage of scholarship granting organizations (SGOs) </li>
    <li>Dependent care assistance program</li>
    <li>Other crucial OBBBA provisions</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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