Tax Strategies Under H.R. 1 Conference (Day 1)

Tax Strategies Under H.R. 1 Conference (Day 1)

CPE Credit:
3

Overview

Description:
Tax Strategies Under H.R. 1: Navigating the New Era for Individuals and Businesses The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s desk. We will then review the final provisions that was approved by the Senate and passed by the House. We’ll be covering the OBBBA’s tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. We’ll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more!
Field of Study:
Taxes (3 CPE)

Instructor

Instructor:
Various – see description

Additional Details

Who should attend:
This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications.
Program Level:
Update
Program Content:

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbg

December 16th, 2025 – Individuals


Session 1: The One Big Beautiful Bill:  2025 Tax Legislation for Individuals 

Allison McLeod, LL.M., JD, CPA

Credits: 1 – Taxes

The President signed on July 4, 2025, one of most consequential tax legislation in recent years.  The well-informed tax practitioner will want to stay abreast of these developments!  This course will start with a short background of this legislation as it made its way through Congress and to the President’s desk.  We will then review the final provisions that was approved by the Senate and passed by the House. 

Session 2: OBBBA Changes and Tax Planning Strategies

Ben Henry-Moreland CFP, EA 

Credits: 2 – Taxes

In this session, Kitces Senior Financial Planning Nerd Ben Henry-Moreland will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized. He’ll be covering the OBBBA’s tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. He’ll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more! 

 

Learning Objectives:

After attending these presentations, you will be able to…

  • Identify the process that the House, Senate and Committees undertake in passing tax legislation.
  • Analyze the various provisions contained in the Big Beautiful Bill signed by the President on July 4, 2025.
  • Assess changes in new tax law and their impact on individuals. 
Prerequisites:
None
Advanced Preparation:
None
Developed By:
CPA Crossings, LLC
Format:
Group-Internet-Based
Course Code:
CO1HR103

Registration:

$199.00

Attendee Information

Please select one of the following options to register for this webinar:

Find Another Date

Our Partners

ascpa.png
cocpa.png
conco.jpg
ficpa.png
idcpa.jpg
incpa.png
iscpa.jpg
kscpa.png
michcpa.jpg
misscpa.jpg
mncpa.jpg
moscpa.jpg
ndscpa.png
njscpa.png
nmscpa.png
oscpa.jpg
picpa.jpg
sdcpa.jpg
tscpa.jpg
uacpa.gif
vscpa.jpg
vtcpa.png
wvscpa.gif
wyocpa.gif
td.png
wicpa.jpg
mscpa.jpg
kycpa.jpg
arcpa.jpg
akcpa.png

NASBA Sponsor

Tax Strategies Under H.R. 1 Conference (Day 1)

Course Code:
CO1HR103
Program Level:
Update
Description:
Tax Strategies Under H.R. 1: Navigating the New Era for Individuals and Businesses The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President’s desk. We will then review the final provisions that was approved by the Senate and passed by the House. We’ll be covering the OBBBA’s tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. We’ll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more!
Program Content:

Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbg

December 16th, 2025 – Individuals


Session 1: The One Big Beautiful Bill:  2025 Tax Legislation for Individuals 

Allison McLeod, LL.M., JD, CPA

Credits: 1 – Taxes

The President signed on July 4, 2025, one of most consequential tax legislation in recent years.  The well-informed tax practitioner will want to stay abreast of these developments!  This course will start with a short background of this legislation as it made its way through Congress and to the President’s desk.  We will then review the final provisions that was approved by the Senate and passed by the House. 

Session 2: OBBBA Changes and Tax Planning Strategies

Ben Henry-Moreland CFP, EA 

Credits: 2 – Taxes

In this session, Kitces Senior Financial Planning Nerd Ben Henry-Moreland will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized. He’ll be covering the OBBBA’s tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. He’ll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more! 

 

Learning Objectives:

After attending these presentations, you will be able to…

  • Identify the process that the House, Senate and Committees undertake in passing tax legislation.
  • Analyze the various provisions contained in the Big Beautiful Bill signed by the President on July 4, 2025.
  • Assess changes in new tax law and their impact on individuals. 
Who should attend:
This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have tax implications.
Developed By:
CPA Crossings, LLC
Instructor:
Various – see description
CPE Credit:
3
Field of Study:
Taxes (3 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based

Registration:

$199.00

Attendee Information

Please select one of the following options to register for this webinar:

OR

Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register

Price

Single Registration
$199.00

Upcoming Dates

  • 12/16/2025 @ 8:00 AM

All times are Eastern Time Zone

Developed By

Your Instructor

Shopping Cart