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
- Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning - first live online session on November 5th
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 III (December 2, 2025, 11:00 AM - 12:00 PM CST)
In Part III of The One Big Beautiful Bill series, Michael Angell, Professor at the College for Financial Planning and Certified Financial Planner, explores how the OBBB reshapes retirement, tax, and estate planning. He covers the design and implications of Trump (MAGA) accounts—contribution limits, employer participation, tax treatment, and rollover restrictions—along with permanent bracket changes, expanded above-the-line deductions, charitable rules, and reinstated moving and casualty loss deductions. Designed for financial planners and tax advisors, this course offers practical insights into applying the OBBB’s reforms in client planning.
Learning Objectives:
- Identify the features of Trump (MAGA) accounts, including contributions, employer roles, tax treatment, and rollovers.
- Recognize key OBBB reforms such as bracket changes, above-the-line deductions, and charitable, moving, and casualty loss rules.
- Distinguish how the OBBB shapes retirement planning through 401(k)/403(b) coordination, withdrawal sequencing, and the three-bucket approach.
- Evaluate OBBB’s impact on estate planning and long-term strategies, including inheritance limits, IRS guidance, and potential rule changes.
Speaker/Author: Michael Angell
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: 11/1/2025
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