The One Big Beautiful Bill Act Premium CPE Series

Credits: 2 CPE
Field of Study: Taxes
Format: Live Webinar / On-Demand Webcast
Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Karen Davis, EA, MBA, Ph.D., Edward Renn, Esq.
Price: $119 or  included with Unlimited PLUS 

Schedule 1-A is a new tax form designed to consolidate four key OBBBA deductions that can be taken for the first time in 2025. Ultimately these four deductions—the tip deduction, the overtime deduction, the deduction for interest paid on a new car loan, and the senior deduction—appear as a single entry on line 13b of Form 1040. These deductions are phased out at higher income levels, the calculation of which takes place on Schedule 1-A.

Accounting and finance professionals who wish to understand the mechanics of the four deductions and how they are expressed on Schedule 1-A and consolidated on Form 1040 would benefit from taking this program.

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Credits: 2 CPE
Field of Study: Taxes
Format: Live Webinar
Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.
Price: $99

This program reviews and analyzes the important changes made by the One Big Beautiful Bill Act (OBBBA) to qualified small business stock (QSBS) covered under Section 1202. Effective for stock issued after July 4, 2025, there are important changes that make Section 1202 much more appealing to clients willing to run the risks associated with doing business as a C corporation. These enhanced provisions could potentially lead to exclusion of capital gains if very strict compliance rules are followed.

Section 1202 application is particularly attractive for start-ups and entrepreneurial endeavors. For taxpayers willing to confront the technical challenges of this provision, Section 1202 may produce impressive tax advantages.

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Credits: 2 CPE
Field of Study: Taxes
Format: Live Webinar
Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Lance Weiss, CPA, CVA, Julie Welch, CPA, PFS, CFP, AEP (Distinguished)
Price: $119 or  included with Unlimited PLUS 

This course explores several key OBBBA changes taking effect in 2025, including updates to marginal tax rates, the QBI deduction, qualified residential interest, and the Child Care Credit. Practitioners will also review changes related to 529 plans, itemized deductions, and the phase-out of clean energy credits. Participants will gain practical insights into advising clients on planning strategies under the new law.

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Credits: 2 CPE
Field of Study: Taxes
Format: Live Webinar
Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA, Edward Renn, Esq.
Price: $119 or  included with Unlimited PLUS 

This session prepares practitioners to answer client questions on depreciation rules, excess compensation in exempt organizations, education-related tax changes, and more. Topics include bonus and §179 depreciation, the business interest deduction, private college excise taxes, and casualty loss rules. The course equips professionals with knowledge to interpret and apply new provisions for both individual and business taxpayers.

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Credits: 2 CPE
Field of Study: Taxes
Format: Live Webinar
Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Ian Redpath, J.D., LLM, Karen Davis, EA, MBA, Ph.D.
Price: $119 or  included with Unlimited PLUS 

Designed for practitioners offering forward-looking tax advice, this course highlights planning areas such as the SALT cap, business losses, and changes to §1202. It also covers Form 1099 updates, health care–related provisions, and rules related to business meals and family leave. Attendees will leave better prepared to guide clients through long-term planning under OBBBA.

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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, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA, Brian O'Sullivan
Price: $119 or  included with Unlimited PLUS 

This two-hour course reviews the most impactful tax changes from the OBBBA. It helps practitioners distinguish new provisions from existing law, understand Treasury guidance, and identify areas still awaiting clarification.

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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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