Surgent's Adapting to OBBBA Changes: A Strategic Review
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
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Surgent Professional Education.
Leader(s):
Leader Bios
Michael Tucker
Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy’s webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston. 10/2013
Non-Member Price $169.00
Member Price $119.00