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This two-hour program examines the most important planning strategies that apply as the OBBBA changes are integrated into the current tax system. It will cover individual and business tax planning strategies that apply for 2026 and later. The program also highlights year-end and longer-term planning opportunities, including strategies that may require action in 2026 to maximize tax benefits in future years. Practical examples will illustrate how practitioners can incorporate the OBBBA changes into tax planning for individuals, closely held businesses, investors, and pass-through entities.
Accounting and finance professionals who advise clients regarding OBBBA changes and associated planning opportunities Prerequisite
None Advance Preparation
None IRS Approved
Yes CFP Approved
No
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