New
Surgent's Making Sense of Essential OBBBA Provisions
Friday, March 6, 2026
9-11 a.m. Central
2 CPE (2 technical) | 2 IRS CE
Course code: 25WS-2534
View pricing
When clients ask questions about the impact of new tax legislation embodied in OBBBA, it is important that accounting and finance practitioners can reply with accurate and relevant planning strategies. This program prepares accounting and finance practitioners with the knowledge and insights to help their clients apply the new law to their advantage. This program is an introduction and review of some of these critical changes and their impact on individual and business taxpayers. By taking this program, accounting and finance practitioners will have a broader, deeper understanding of many of the OBBBA changes that impact their clients. This course is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting clients and perhaps their businesses.
Major subjects
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Bonus and Section 179 depreciation
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Depreciation of qualified production property
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The business interest deduction
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Tax on excess compensation within tax-exempt organizations
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Excise tax on investment income of private colleges
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ABLE accounts and the Saver's Credit
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Child Tax Credit
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Casualty losses
Learning objectives
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Understand the many new tax changes taking place as a result of OBBBA
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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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