Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you’ll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit, and AMT adjustments Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning
Learning Objectives
• Identify business-related tax reforms in OBBB, including changes to bonus depreciation, Section 179, and QBI.
• Recognize the implications of new Trump and MAGA retirement accounts and SECURE Act rollbacks.
• Distinguish the impact of SALT cap changes and charitable deduction limits for trusts.
• Evaluate how OBBB affects estate planning, IRS enforcement priorities, and energy-related tax incentives.
Major Topics
• federal tax updates
• IRS compliance guidelines
• tax planning strategies