July 15, 2026


Live Webcast


NASBA 8

Adapting to OBBBA Changes and the Road Ahead: A Strategic Review of Critical Impacts on Accounting and Finance Professionals

July 15, 2026
Live Webcast
NASBA 8
  • View Bio

    Instructor

    Jeffrey
    Snyder

    View Bio

Learning 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

Major Topics

  • Business losses
  • The SALT cap
  • Implementing Section 1202 changes
  • Form 1099 reporting changes
  • Business meals
  • Health care–related issues
  • Family and medical leave
  • 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 crucial and timely OBBBA provisions

CPE Credits Available

NASBA 8
4
Taxation (NYSED) (Taxation) - NASBA
4
Taxes (NASBA) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

Surgent McCoy CPE LLC

Register For This Event

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    Price includes $20.00 early registration discount(s) - expires 6/24

    Price includes $20.00 early registration discount(s) - expires 6/24

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    Price includes $0.00 early registration discount(s) - expires 6/24

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