Events Search
  Summary & Check Out (0)

Surgent's Overview and Analysis of the New Tax Law: Part 1 - Focus on Individual Taxation (Z1-NEW1-2025-01-SSWC)

200 Minutes
On demand - Video

On Demand - Video

4 CPE Credits in TX

OVERVIEW

The passage of the One Big Beautiful Bill Act (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.

DESIGNED FOR

Accounting and finance professionals who wish to be informed for their own knowledge or who will be advising clients regarding the individual tax changes brought about by the recent legislation

BENEFITS

  • Be well informed about individual tax changes resulting from the enactment of the recent legislation

HIGHLIGHTS

  • Treatment of state and local taxes (SALT)
  • Taxation of overtime pay
  • Treatment of income from tips
  • New deduction for senior citizens
  • Marginal tax rates, personal exemptions, itemized deductions, Child Tax Credit, alternative minimum tax, casualty losses, and other return items
  • Moving expense exclusion
  • Dependent care assistance program and child and dependent care tax credit
  • Home mortgage interest deduction
  • Deduction for new vehicle loan interest
  • Non-itemizer tax deductions
  • Trump accounts/pilot program
  • Estate and gift tax changes
  • Energy deductions and credits
  • Education: expanded use of 529 plans; student loans
  • Many, many other newly enacted individual tax provisions in the far-reaching legislation affecting nearly all taxpayers and their advisors

COURSE LEVEL

Update

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for IRS credit

NOTE: Our experts have broken down this voluminous legislation and distilled its presentation into two parts that 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.  

PRICING

$169.00 - Member

$189.00 - Nonmember

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent

ALSO QUALIFIES FOR