Date/Time
11/19/2025
12:00 PM - 2:00 PM Central
12:00 PM - 2:00 PM Central
Course Registration
Credits
2 Credits
Event Type(s)
Webinars
Event 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.
Objectives:
Presenters:
Mike Tucker, Ph.D., LL.M., J.D., CPA
Lance Weiss, CPA, CVA
Julie Welch, CPA, PFS, CFP, AEP (Distinguished)
Field of Study:
Taxes (2)
Major Topics:
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.
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., CPA
Lance Weiss, CPA, CVA
Julie Welch, CPA, PFS, CFP, AEP (Distinguished)
Field of Study:
Taxes (2)
Major Topics:
- 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
Location
Webinar
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
| 11/19/2025 |    |
Email Reminder
