Surgent's Adapting to OBBBA Changes: A Strategic Review

Overview

Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond.

This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.

Prerequisites

None

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

Highlights

• Business losses
• The SALT cap
• Implementing Section 1202 changes
• Form 1099 reporting changes
• Business meals
• Health care-related issues
• Family and medical leave