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Taxes 2025-2026: One Big Beautiful Bill Tax Law Changes and How That Impacts You


  • EVENT DATE:

    Aug 22, 2025

  • PRESENTER(s): Charles K. Montecino

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

  • Product Code::TL294



Description


Taxes 2025-2026: One Big Beautiful Bill Tax Law Changes and How That Impacts You : 


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:

Charles Montecino

Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has significant experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.

He is also known as “The Tax Problem Solver” because he solves tax problems!

He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service.  He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.

He has spent his 40 plus years career in public accounting, and over 35 of them running his own firm. He has been  a tax resolution specialist for over 25 years. He is a licensed CPA in New Jersey and is also a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and the Cannabis Special Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and The American Society of Tax Problem Solvers.

He earned his accounting degree from Rutgers University. When he is not working, he enjoys watching the Philadelphia Phillies, Philadelphia Eagles  and the Rutgers University football team. He also enjoys golfing, fishing, traveling, reading and spending time with his wife, children and grandchildren.


             - 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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