Review and Analysis of Crucial OBBBA Changes
Live Virtual Seminar
2.00 Credits
Member Price $120.00
Price will increase by $50 on 9/10
Non-Member Price $180.00
Price will increase by $50 on 9/10
Overview
Accounting and finance practitioners are still grappling with the many changes OBBBA has made to the tax laws, many of which will impact tax filings. This course is an introduction to and review of some of these critical changes and their impact on taxpayers. Gain a better understanding of this very complex set of new tax rules and learn what is new and what is a continuance of prior rules to develop deeper insights into the many changes that the OBBBA made to the law. If you still feel you need to learn more about how OBBBA works, this course is for you.
Highlights
- 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
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
John Kilroy
John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics. John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.
Non-Member Price $180.00
Member Price $120.00