Surgent's Adapting to OBBBA Changes: A Strategic Review

Overview

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.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Highlights

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

Prerequisites

None

Designed For

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

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