Surgent's Adapting to OBBBA Changes: A Strategic Review
2.00 Credits
Member Price $119
Non-Member Price $139
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.
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
Preparation
None
Leader(s):
Leader Bios
Michael Tucker, Surgent McCoy CPE, LLC
Michael J. Tucker, Ph.D, LL.M, J.D., CPA, is a professor of Accounting at Quinnipiac University in Hamden, Conn., and is a consultant for T.M. Byxbee Company, P.C., Certified Public Accountants. Tucker handles a wide variety of client transactions, including mergers and acquisitions, entity formations and dissolutions, and distributions to owners/shareholders/partners. In addition, he is the author of over 100 articles and books dealing with various tax topics, a frequent lecturer at conferences and seminars throughout the country, and is co-host for the CPA Report, a monthly television and video series dealing with the latest tax topics.
Non-Member Price $139
Member Price $119