On-Demand

2 CPE Credits

Surgent's Adapting to OBBBA Changes: A Strategic Review

On-Demand
2 CPE Credits

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

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.

Learning 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

Major Topics

  • Business losses
  • The SALT cap
  • Implementing Section 1202 changes
  • Form 1099 reporting changes
  • Business meals
  • Health care–related issues
  • Family and medical leave
  • Other crucial OBBBA provisions

CPE Credits Available

2 CPE Credits
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Enrolled Agent - IRS Credit Eligible
  • Individual Tax
  • Tax

Prerequisites

None

Advanced Preparation

None

Intended 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

Provider

Surgent CPE

Purchase This Course

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    $ 109 109
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  • COCPA Non-Member

    $ 142 142
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