Surgent's Review and Analysis of Crucial OBBBA Changes
Friday, April 17, 2026
Noon-2 p.m. Central
2 CPE (2 technical) | 2 IRS CE
Course code: 26WS-0121
View pricing
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. Accounting and finance practitioners will gain a better understanding of this very complex set of new tax rules. Practitioners will grasp what is new and what is a continuance of prior rules to develop deeper insights into the many changes that the OBBBA made to the law. If you still feel you need to learn more about how OBBBA works, this program is for you. We have assembled a two-hour review and analysis of what we consider the most important changes from OBBBA that impact client transactions. To the extent that Treasury has provided guidance relating to these new OBBBA changes, we will discuss that guidance. Where guidance is lacking, we will point out areas that require future attention from Treasury.
Major subjects
-
Changes to the standard deduction
-
Senior deduction
-
Deduction for auto loan interest
-
Estate tax changes and the portability option
-
Tax consequences associated with investing in revised opportunity zones
-
Full expensing of domestic R&E
-
Individual and corporate charitable contributions
-
Wagering losses
-
Student loan discharges
-
Taking advantage of scholarship granting organizations (SGOs)
-
Dependent care assistance program
Learning 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
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
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$119.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
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.
Learn more
Search CPE catalog
