Effective Decision Making

Overview

Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you’ll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit, and AMT adjustments Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning

Highlights

• Effective decision making
• Problem solving
• Cognitive biases
• Stereotypes
• Values

Designed For

CPAs interested in expanding their leadership and team-building skills, and have been recently promoted or are seeking promotion into a leadership role.

Objectives

• Recognize the difference between decision making and problem solving.
• Identify the major procedural and cognitive traps encountered in problem solving.
• Determine the role of values in effective decision making.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.