Adapting to OBBBA Changes: A Strategic Review
2.00 Credits
Member Price $105
Non-Member Price $135
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
Leader(s):
Leader Bios
Jeffrey Snyder, Surgent McCoy CPE, LLC
Jeffrey Snyder, CPA, is president of the Jeffrey C. Snyder Company, Inc., a professional accounting and tax corporation in Central Ohio and of Snyder Management Corporation, a presenter of professional education for CPAs and bankers. As a past instructor for the American Institute of Banking and past adjunct professor of accounting for Columbus State Community College, he has combined his broad knowledge of accounting and tax information into an energized teaching style that motivates his students to excel in learning and understanding complex issues.
Non-Member Price $135
Member Price $105