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 the features of Trump (MAGA) accounts, including contributions, employer roles, tax treatment, and rollovers.
• Recognize key OBBB reforms such as bracket changes, above-the-line deductions, and charitable, moving, and casualty loss rules.
• Distinguish how the OBBB shapes retirement planning through 401(k)/403(b) coordination, withdrawal sequencing, and the three-bucket approach.
• Evaluate OBBB
• s impact on estate planning and long-term strategies, including inheritance limits, IRS guidance, and potential rule changes.
Major Topics
• federal tax updates
• IRS compliance guidelines
• tax planning strategies
