Beyond the Headlines: The One Big Beautiful Bill - Part I

Overview

Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Due to the nature of a bank’s operations, as well as banking regulations, we have to modify the most common valuation approaches. In this course, we will build a dividend discount model, a residual income model, mark a bank’s balance sheet to market value and discuss comparable valuation.

Highlights

• federal tax updates
• IRS compliance guidelines
• tax planning strategies

Prerequisites

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Objectives

• Identify key individual tax changes under the OBBB, including rate cuts and standard deduction adjustments.
• Recognize updates to the Child Tax Credit, AMT thresholds, and new above — the — line deductions.
• Distinguish limitations on mortgage interest, casualty losses, and itemized deductions under OBBB.
• Evaluate the planning implications of new deductions for tip income, overtime, and auto loan interest.

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.