Adapting to OBBBA Changes: A Strategic Review  (ADO2)

2.00 CPE Credit Hours

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.

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

• 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

• 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