H.R. 1's Hidden Gems: Planning Essentials Beyond the Headlines

Friday, Dec. 5
11:00am - 12:00pm

(Check-In 10:55am )

Add to Calendar

Online

1.00 Credits

Member Price $69.00

Non-Member Price $89.00

Overview

This hidden gems session will spotlight lesser-known provisions of H.R. 1, also known as OBBBA, that advisers may overlook but that carry important planning implications for clients.

It will cover changes to:

Health savings accounts

529 education savings accounts

Student loans

Dependent care assistance plans

Revised 1099 reporting thresholds

This session will also cover other key updates that may get missed.

Objectives

Distinguish and interpret tax and financial planning opportunities for client education decisions, including 529 plans and student loans.
Analyze the impact of H.R. 1 on dependent care assistance programs and information return reporting.
Determine how these hidden provisions create new or expanded tax and financial planning opportunities for various client segments for 2025 and beyond.
Calculate client delivery approaches to confidently and proactively address client questions about less-discussed tax law changes.

Highlights

OBBBA, HR 1, Education planning, financial planning, tax planning

Designed For

CPAs in public practice or industry

Tax advisers and planners

CPA personal financial planners

Firm leaders seeking to enhance advisory services

Non-CPA financial advisers

Prerequisites

Fundamental knowledge of the new H.R. 1 tax bill, commonly referred to as OBBBA.

Notice

You will receive an email from the AICPA with instructions to access this webinar.