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Tax Update: The One Big Beautiful Bill Act of 2025 (OBBBA)


  • EVENT DATE:

    Aug 01, 2025

  • PRESENTER(s): Warren M Bergstein

  • 01:00 PM ET| 12:00 PM CT| 10:00 AM PT| 120 Minutes

  • Product Code::TL285



Description


Tax Update: The One Big Beautiful Bill Act of 2025 (OBBBA) : 


Congress has enacted another comprehensive piece of legislation with significant impacts on tax professionals, businesses, and individual taxpayers. Nicknamed—whether fondly or with irony—the “One Big Beautiful Bill,” this latest omnibus tax package introduces new tax credits, extends key provisions, and brings critical compliance and regulatory changes that practitioners must grasp to stay informed and compliant.


This course simplifies the complexities of the new legislation into actionable insights for CPAs, EAs, attorneys, and financial advisors. It highlights the most significant changes, hidden pitfalls, and valuable planning opportunities woven throughout the extensive statutory text. Renowned tax expert Warren Bergstein brings these dense updates to life with practical, real-world guidance and clear analysis.


Learning Objectives :-

  • Identify and summarize the key provisions in the latest comprehensive tax bill and their potential impacts.
  • Apply new tax credits and deductions to relevant client scenarios, including energy incentives and expanded child tax provisions.
  • Evaluate changes to compliance requirements, such as reporting thresholds, filing deadlines and preparer responsibilities.
  • Interpret transitional guidance and implementation timelines to effectively plan for client engagement and tax strategies.
  • Develop proactive communication strategies to educate and prepare clients for the new legislative landscape.


Topics Covered :-

  • Extension and expansion of business credits and deductions
  • Modifications to individual tax relief provisions
  • Changes to IRS enforcement and funding
  • International tax implications (if applicable)
  • Penalty relief and compliance thresholds
  • Updated filing requirements and deadlines
  • Key planning opportunities before year-end


Who Will Benefit:

  • Certified Public Accountants (CPA)
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
  • Advertising Individuals
  • Small Businesses & Large Entities


Credits and Other information:-

      - Session Duration: 2 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Basic

      - Delivery method: Group Internet Based

      - IRS Credits: 2 Tax Hours

      - IRS CE Provider: #PUPOT

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes


Speaker Profile:

Warren M Bergstein

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of taxation and personal finance. At his firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of the Financial Planning Association, the New York State Society of CPAs, New York University, and others. In addition, he is an accomplished author, and has regularly contributed to publications like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events.


             - IRS CPE Credits: 2 (Taxes)                      This Program has been approved
                                                                                           for 2 CPE hours under IRS.
             - IRS CE Provider ID: #PUPOT



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