Surgent's Adapting to OBBBA Changes: A Strategic Review
Thursday, March 12, 2026
Noon-2 p.m. Central
2 CPE (2 technical) | 2 IRS CE
Course code: 25WS-2466
View pricing
Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisers, 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.
Major subjects
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Business losses
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The SALT cap
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Implementing Section 1202 changes
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Form 1099 reporting changes
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Business meals
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Health care--related issues
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Family and medical leave
Learning objectives
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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
Who should take this program?
- 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
Pricing
|
Standard Member Fee |
$119.00
|
 Standard Nonmember Fee |
$119.00
|
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Instructor
Michael Tucker, PhD, LLM, JD, CPA
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 103212
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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