The One Big Beautiful Bill Act Premium CPE Series

Credits: 4 CPE
Field of Study: Taxes
Format: Live Webinar
Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA; Edward Renn, Esq.; Karen Davis, EA, MBA, Ph.D.
Price: $199 or  included with Unlimited PLUS 

If you're advising clients or preparing returns, you can't afford to overlook the sweeping changes introduced by the One Big Beautiful Bill Act (OBBBA). This course delivers a fast-paced, four-hour review of the most critical individual and business tax provisions—from new deductions and estate planning rules to research expensing and Opportunity Zones.

Whether it's the $6,000 senior deduction, Trump Accounts, or changes to 1099 reporting, this course helps you connect the dots, identify planning opportunities, and stay ahead of Treasury guidance as it unfolds.

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Credits: 2 CPE
Field of Study: Taxes
Format: Live Webinar
Instructor(s): Mike Tucker, Denise Appleby
Price: $119 or  included with Unlimited PLUS 

Trump Accounts are here—and your clients are already asking questions. This new type of tax-advantaged account, introduced under OBBBA, may offer powerful opportunities for tax and estate planning. But they also come with rules, limits, and quirks practitioners must understand.

This practical course breaks down everything from contribution limits and investment options to pilot program eligibility and rollover mechanics. Discover how Trump Accounts stack up against 529 Plans and Roth IRAs, and what the $1,000 newborn provision could mean for your clients.

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Credits: 2 CPE
Field of Study: Taxes
Format: Live Webinar
Instructor(s): Mike Tucker, Ed Renn
Price: $119 or  included with Unlimited PLUS 

Tips and overtime just got a major tax shake-up under OBBBA—and the 2025 filing season will be here before you know it. This course explains the new deductions, reporting requirements, and payroll implications for both employers and employees.

From the $12,500 overtime deduction and new W-2 rules to the $25,000 tip deduction and transition provisions, this is essential knowledge for professionals navigating compensation-related tax planning.

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Credits: 4 CPE
Field of Study: Taxes
Format: On-Demand Webcast
Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA; Edward Renn, Esq.; Karen Davis, EA, MBA, Ph.D.
Price: $169 or  included with Unlimited PLUS 

This widely attended course, part of Surgent’s first-to-market OBBBA series, is your on-demand gateway to mastering the individual tax changes introduced by the landmark legislation. From deductions and credits to tip income, Trump Accounts, and more—OBBBA is already reshaping client conversations and return strategies.

Designed to help practitioners move from overwhelmed to informed, this session cuts through the complexity and highlights the most impactful changes affecting individuals and families.

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Credits: 4 CPE
Field of Study: Taxes
Format: On-Demand Webcast
Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA; Lance Weiss, CPA, CVA; Bob Lickwar, CPA
Price: $169 or  included with Unlimited PLUS 

Part two of this highly popular series zooms in on the business-side tax changes from OBBBA—many of which require immediate action by employers and advisors. From enhanced depreciation rules to revised treatment of tips, research expenses, and opportunity zones, this course explores what’s new, what’s changed, and what to watch.

Whether your clients are corporations, partnerships, or sole proprietors, this session gives you a strategic edge in understanding today’s most dynamic tax reform.

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