CPE Catalog & Events

Trump Savings Account "No tax on tips" No tax on overtime

What's new in IRAs New 1099-Q for 2025 Tracking of Qualified Charitable Distributions Strategies to plan for the rest of the year

Cryptocurrency legislative update Distributions for Emergency Personal Expense Distributions  Domestic Abuse Victim Distributions Section 179D deduction 

Changes in the Tax Laws Impacting Gamblers HR-1: Bonus Depreciation HSA Changes in OBBB Act

IRS finalization of RMD regulations Disaster tax relief, especially relating to retirement plans and IRAs Discussion of US Supreme Court's overturn of Chevron U.S.A., Inc v. Natural Resources Defense Council, Inc. 

Comparison between Senate and House versions of the OBBB Act Expectation of TCJA provisions extension Discussion of provisions including the qualified business income deduction, 529 account expenses, and asset expensing

Federal Scholarship Tax Credit Research and Experimentation (R&E) Deduction changes Charitable Contribution Deduction

Legal Obligations and Individual Responsibilities of RMDs  SALT Limitation and the PTET  Qualified Production Property Rules

Trump Accounts Form 1099 Issues Form 1099-K

Charitable planning with the implementation of OBBBA The impact of OBBBA on tax-exempt organizations Portability and estate planning

Trump Accounts Tax reporting of Trump account contributions Report of Foreign Bank and Financial Accounts (FBAR) update

An overview of the 2026 Form W-2 draft FS-2025-05 A discussion of tax scams and false tax credit claims

Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act

HSA provisions within the OBBBA HSA statistics New federal loan limits and impacts

The Retirement Security Rule and fiduciary regulations IRS Notice 2024-63: Employer matching contributions made to retirement plans related to employee student loan payments Discussion of findings of the Treasury Inspector General for Tax Administration Updates to the IRS Form 1099-DA draft version

The OBBBA's boost to bonus depreciation The establishment of qualified production property The tax treatment of research and experimental expenditures

Latest update concerning the Employee Retention Credit (ERC) Discussion of common signs of an incorrect ERC claim Status of the real estate profession, due to recent National Association of Realtors (NAR) settlements

Current and projected federal debt and deficits  President Elect Trump's tax plans Discussion of possible tax policy scenarios based on 2024 election results

Introduction to the House passage and future enactment of the One Big Beautiful Bill New rules relating to the taxation of overtime pay and tips Increased deduction for seniors Changes in the standard deduction and Child Tax Credit Increase in the SALT cap to $40,000, with income limitations Increase in the estate tax exemption Increase in the QBI deduction Establishing, funding, and making distributions to newly established accounts for children Medicaid changes Deducting interest on car loans Elimination of green energy credits Review of important TCJA provisions

Concept of strategy Strategic optimization with SFA Blue Ocean Strategy