Overview
Tax Strategies Under H.R. 1: Navigating the New Era for Individuals and Businesses
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House.
We'll be covering the OBBBA's tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. We'll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more!
Prerequisites
None
Objectives
After attending these presentations, you will be able to...
- Identify the process that the House, Senate and Committees undertake in passing tax legislation.
- Analyze the various provisions contained in the Big Beautiful Bill signed by the President on July 4, 2025.
- Assess changes in new tax law and their impact on individuals.
Highlights
Details for this conference are subject to change, please follow this link to see the most up to date information: https://cpacrossings1.box.com/s/l494i59jh2qif90xxp4cjw1n69zc0rbg
December 16th, 2025 - Individuals
Session 1: The One Big Beautiful Bill: 2025 Tax Legislation for Individuals
Allison McLeod, LL.M., JD, CPA
Credits: 1 - Taxes
The President signed on July 4, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House.
Session 2: OBBBA Changes and Tax Planning Strategies
Ben Henry-Moreland CFP, EA
Credits: 2 - Taxes
In this session, Kitces Senior Financial Planning Nerd Ben Henry-Moreland will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized. He'll be covering the OBBBA's tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. He'll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more!
Register Now
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
