On-Demand


2 CPE Credits

Surgent's Review and Analysis of Crucial OBBBA Changes

On-Demand
2 CPE Credits

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

Major Topics

  • 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
  • Other crucial OBBBA provisions

CPE Credits Available

2 CPE Credits
2
Tax

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

Surgent Professional Education

Purchase This Course

  • ARCPA Member

    $ 109 109
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  • ARCPA Non-Member

    $ 139 139
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