From Policy to Planning: How OBBB Reshapes the Tax Landscape

Overview

Valuation techniques and cash management activities are two other tool categories that can round out your analytical toolbox. This course will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review the ten steps for keeping your financial toolbox full and effective. Companion course: Corporate Finance Competency: Three Basic Tool Categories

Highlights

Prerequisites

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

Objectives

• Identify the key policy and procedural drivers behind the One Big Beautiful Bill Act.
• Recognize major business and individual tax changes introduced by OBBB.
• Distinguish between federal and state tax impacts and related planning considerations.
• Select effective tax planning strategies in response to OBBB's provisions and uncertainties.

Preparation

None.

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.