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.
Courses in this series are offered as:
- Self-Study (complete courses on your schedule)
- Live Online Webinar (live interaction with expert instructor)
- CFP® certification
- Professional designations from the College for Financial Planning—a Kaplan Company
- Accounting continuing professional education (CPE)
- Enrolled Agent continuing education
The One Big Beautiful Bill Webinars
Beyond the Headlines: The One Big Beautiful Bill - Part II (November 4, 2025, 11:00 AM - 12:00 PM CDT)
In Part II of The One Big Beautiful Bill series, Melissa Wiley, partner at Kostelanetz LLP, explores how the One Big Beautiful Bill reshapes business and estate tax planning. She covers updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts. The session also explains SALT cap changes, charitable deduction limitations for trusts, and reduced energy credits. Designed for tax advisors, this course provides practical insights into applying OBB’s wide-reaching reforms.
Learning Objectives:
- Identify business-related tax reforms in OBBB, including changes to bonus depreciation, Section 179, and QBI.
- Recognize the implications of new Trump and MAGA retirement accounts and SECURE Act rollbacks.
- Distinguish the impact of SALT cap changes and charitable deduction limits for trusts.
- Evaluate how OBBB affects estate planning, IRS enforcement priorities, and energy-related tax incentives.
Speaker/Author: Melissa Wiley
Polling questions are used to monitor attendance. Four questions will be presented each hour, and participants must respond to at least three to receive credit.
Last Review Date: 10/1/2025
Beyond the Headlines: The One Big Beautiful Bill - Part I Self Study
The One Big Beautiful Bill introduces sweeping updates to individual taxation. In Part I of this series, Melissa Wiley, partner at Kostelanetz LLP, unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit, and AMT adjustments. She breaks down new deductions for tip income, overtime, and auto loan interest, while clarifying limits on mortgage interest, casualty losses, gambling offsets, and charitable giving. This session equips practitioners with the essentials to navigate OBB’s impact on personal tax compliance and planning.
Learning 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.
Speaker/Author: Melissa Wiley
Last Review Date: 9/1/2025
Beyond the Headlines: The One Big Beautiful Bill - Part II Self Study
In Part II of The One Big Beautiful Bill series, Melissa Wiley, partner at Kostelanetz LLP, explores how the One Big Beautiful Bill reshapes business and estate tax planning. She covers updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts. The session also explains SALT cap changes, charitable deduction limitations for trusts, and reduced energy credits. Designed for tax advisors, this course provides practical insights into applying OBB's wide-reaching reforms.
Learning Objectives:
- Identify business-related tax reforms in OBBB, including changes to bonus depreciation, Section 179, and QBI.
- Recognize the implications of new Trump and MAGA retirement accounts and SECURE Act rollbacks.
- Distinguish the impact of SALT cap changes and charitable deduction limits for trusts.
- Evaluate how OBBB affects estate planning, IRS enforcement priorities, and energy-related tax incentives. Prerequisites/Advanced Preparation: Work experience in tax planning or tax compliance, or an introductory course in taxation.
Speaker/Author: Melissa Wiley
Last Review Date: 10/1/2025