Live Stream: Overview and Analysis of the New Tax Law: Part 1 - Focus on Individual Taxation

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Description

The passage of 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.

This is part one of a two part series on OBBBA. For the business tax provisions part, click here.

Credits

Number of Credits Type of Credits
4.00 Taxes

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.

Prerequisites

A basic rudimentary understanding of the tax rules impacting individuals.

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

Objectives

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

Prices

Member (Early Bird)
$189.00
Non-Member (Early Bird)
$249.00
Member
$189.00
Non-Member
$249.00
Your Price: $249.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

John M. Kilroy

John Kilroy is a managing member of iValue Financial Planning LLC, located in the Philadelphia, Pennsylvania area. John engages clients in financial and tax planning, as well as preparing tax returns for individuals, corporations, partnerships, estates, and trusts. John is a CPA and a CFP® practitioner. He is a 1979 graduate of Villanova University with a BS in Accounting.

John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA, John has served as a board member of the Philadelphia Tri-State chapter and on its education and finance committees. John is an adjunct faculty member for the Temple University Certificate of Financial Planning Program. He is a frequent speaker and facilitator on tax and financial planning topics.

John has been quoted in the Wall Street Journal, MarketWatch.com, and USATODAY.com. He has written for the Journal of Financial Planning, and is a contributor to Retirement Weekly. John has also discussed financial and tax planning issues on various radio outlets.

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