December 1, 2026


Live Webcast


NASBA 8

Review and Analysis of Crucial and Essential OBBBA Changes Webcast

December 1, 2026
Live Webcast
NASBA 8
  • View Bio

    Instructor

    Joseph
    Nicola

    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

  • Changes to the standard deduction
  • Senior deduction
  • Deduction for auto loan interest
  • Estate tax changes and the portability option
  • Tax consequences associated with investing in revised opportunity zones
  • Full expensing of domestic R&E
  • Individual and corporate charitable contributions
  • Wagering losses
  • Student loan discharges
  • Taking advantage of scholarship granting organizations (SGOs)
  • Dependent care assistance program
  • Bonus and Section 179 depreciation
  • Depreciation of qualified production property
  • The business interest deduction
  • Tax on excess compensation within tax-exempt organizations
  • Excise tax on investment income of private colleges
  • ABLE accounts and the Saver’s Credit
  • Child Tax Credit
  • Casualty losses
  • Other crucial 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 11/10

    Price includes $20.00 early registration discount(s) - expires 11/10

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    Price includes $0.00 early registration discount(s) - expires 11/10

    Price includes $0.00 early registration discount(s) - expires 11/10

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