Professional Development and Event Catalog

The passage of OBBBA represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so they can adequately advise their clients regarding its effect. This course includes detailed coverage of all the individual tax provisions contained in OBBBA. Our experts have broken down this voluminous legislation and distilled its presentation into two parts, each offering four CPE credits. These courses are independent of each other and do not need to be taken in order. For coverage of all business tax provisions, please see Overview and Analysis of the New Tax Law: Part 2 – Focus on Business Taxation (NEW2).Surgent is providing first-to-market coverage of the legislation in a comprehensive but easily digestible manner. We will, of course, bring our customers future clarifications and corrections emanating from the legislation. Clients will be immediately asking about these enactments, and a real-time understanding of them will be critical to properly provide advice.

The passage of OBBBA represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so they can adequately advise their clients regarding its effect. This course includes detailed coverage of all the business tax provisions contained in OBBBA. Our experts have broken down this voluminous legislation and distilled its presentation into two parts, each offering four CPE credits. These courses are independent of each other and do not need to be taken in order. For coverage of all individual tax provisions, please see Overview and Analysis of the New Tax Law: Part 1 – Focus on Individual Taxation (NEW1).Surgent is providing first-to-market coverage of the legislation in a comprehensive but easily digestible manner. We will, of course, bring our customers future clarifications and corrections emanating from the legislation. Clients will be immediately asking about these enactments, and a real-time understanding of them will be critical to properly provide advice.

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Tax legislation has never been a one-size-fits-all affair, and the latest sweeping bill is no exception. In this engaging and timely webinar, we’ll dissect the major provisions of the "One Big Beautiful Bill Act" (OBBBA) and explore how they will impact individuals, businesses and practitioners alike. With new credits, phaseouts, thresholds and compliance mechanisms, it’s more important than ever for CPAs to understand the full picture. We’ll walk through the bill’s headline-grabbing components as well as the less-publicized but equally critical changes that could catch clients off guard. From expanded green energy incentives to new reporting requirements, you’ll leave with a working knowledge of both planning opportunities and compliance traps. We’ll also discuss practical implementation timelines and how practitioners can proactively communicate these changes to clients. Whether you're advising a high-net-worth individual, a closely held business or a large enterprise, this webinar will equip you with the essential tools to translate complex legislation into actionable guidance. Expect clarity, relevance and plenty of real-world application examples that you can immediately use in your practice.

Tax legislation has never been a one-size-fits-all affair, and the latest sweeping bill is no exception. In this engaging and timely webinar, we’ll dissect the major provisions of the "One Big Beautiful Bill Act" (OBBBA) and explore how they will impact individuals, businesses and practitioners alike. With new credits, phaseouts, thresholds and compliance mechanisms, it’s more important than ever for CPAs to understand the full picture. We’ll walk through the bill’s headline-grabbing components as well as the less-publicized but equally critical changes that could catch clients off guard. From expanded green energy incentives to new reporting requirements, you’ll leave with a working knowledge of both planning opportunities and compliance traps. We’ll also discuss practical implementation timelines and how practitioners can proactively communicate these changes to clients. Whether you're advising a high-net-worth individual, a closely held business or a large enterprise, this webinar will equip you with the essential tools to translate complex legislation into actionable guidance. Expect clarity, relevance and plenty of real-world application examples that you can immediately use in your practice.

More Dates

Tax legislation has never been a one-size-fits-all affair, and the latest sweeping bill is no exception. In this engaging and timely webinar, we’ll dissect the major provisions of the "One Big Beautiful Bill Act" (OBBBA) and explore how they will impact individuals, businesses and practitioners alike. With new credits, phaseouts, thresholds and compliance mechanisms, it’s more important than ever for CPAs to understand the full picture. We’ll walk through the bill’s headline-grabbing components as well as the less-publicized but equally critical changes that could catch clients off guard. From expanded green energy incentives to new reporting requirements, you’ll leave with a working knowledge of both planning opportunities and compliance traps. We’ll also discuss practical implementation timelines and how practitioners can proactively communicate these changes to clients. Whether you're advising a high-net-worth individual, a closely held business or a large enterprise, this webinar will equip you with the essential tools to translate complex legislation into actionable guidance. Expect clarity, relevance and plenty of real-world application examples that you can immediately use in your practice.

More Dates

The passage of OBBBA represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so they can adequately advise their clients regarding its effect. This course includes detailed coverage of all the individual tax provisions contained in OBBBA. Our experts have broken down this voluminous legislation and distilled its presentation into two parts, each offering four CPE credits. These courses are independent of each other and do not need to be taken in order. For coverage of all business tax provisions, please see Overview and Analysis of the New Tax Law: Part 2 – Focus on Business Taxation (NEW2).Surgent is providing first-to-market coverage of the legislation in a comprehensive but easily digestible manner. We will, of course, bring our customers future clarifications and corrections emanating from the legislation. Clients will be immediately asking about these enactments, and a real-time understanding of them will be critical to properly provide advice.

More Dates

The passage of OBBBA represents the most consequential tax law since The Tax Cuts and Jobs Act (TCJA) in 2017. It is now up to accounting and finance practitioners to digest this new legislation so they can adequately advise their clients regarding its effect. This course includes detailed coverage of all the business tax provisions contained in OBBBA. Our experts have broken down this voluminous legislation and distilled its presentation into two parts, each offering four CPE credits. These courses are independent of each other and do not need to be taken in order. For coverage of all individual tax provisions, please see Overview and Analysis of the New Tax Law: Part 1 – Focus on Individual Taxation (NEW1).Surgent is providing first-to-market coverage of the legislation in a comprehensive but easily digestible manner. We will, of course, bring our customers future clarifications and corrections emanating from the legislation. Clients will be immediately asking about these enactments, and a real-time understanding of them will be critical to properly provide advice.

More Dates