The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
2.00 Credits
Member Price $105
Non-Member Price $135
Overview
It is important for accounting and finance practitioners to help their clients understand and apply the many new provisions of OBBBA. Many of these changes are effective for the 2025 tax year and beyond. This program is an introduction to and review of some of these critical changes and their impact on taxpayers. This program is a two-hour review and analysis of what we consider some of the most current and important changes from the OBBBA. If you want the latest OBBBA information to relay to your clients, this course is for you.
Highlights
• Marginal tax rates effective in 2025 and beyond • The QBI deduction • Qualified residential interest • Child Care Credit • Miscellaneous itemized deductions, including the educator deduction • Rollovers from 529 plans to ABLE accounts • Additional expenses treated as qualified higher education expenses for purposes of 529 accounts • Termination of credits for environmentally clean autos and expenditures • Other timely topics
Prerequisites
None
Designed For
Accounting and finance professionals who wish to be informed for their own knowledge or who will be advising clients regarding the tax changes brought about by the OBBBA
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
Leader(s):
Leader Bios
Jeffrey Snyder, Surgent McCoy CPE, LLC
Jeffrey Snyder, CPA, is president of the Jeffrey C. Snyder Company, Inc., a professional accounting and tax corporation in Central Ohio and of Snyder Management Corporation, a presenter of professional education for CPAs and bankers. As a past instructor for the American Institute of Banking and past adjunct professor of accounting for Columbus State Community College, he has combined his broad knowledge of accounting and tax information into an energized teaching style that motivates his students to excel in learning and understanding complex issues.
Non-Member Price $135
Member Price $105