One Big Beautiful Individual Income Tax Planning Panel
OL1621 | On Demand Course | Update | Self-Study
Description
Discover key tax planning strategies for high-net-worth individuals after the One Big Beautiful Bill. Topics include timing of deductions, Roth conversions, SALT cap changes, charitable giving, estate planning, and new tools like Trump accounts and Opportunity Zones.
This course is part of the 2025 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Prices
- Member (Early Bird)
- $59.00
- Non-Member (Early Bird)
- $99.00
- Member
- $59.00
- Non-Member
- $99.00
Instructors
Rebecca S. Miller, CPA
Rebecca is a Tax Senior Manager for BDO USA, focusing on individual, partnership, and corporate income tax, as well as general accounting needs and consultations. She is involved in the preparation and review of income tax returns and the handling of IRS examinations. Rebecca also reviews federal and state compliance reporting services such as payroll tax, sales tax, and financial statements. She serves her clients through tax planning and compliance services as well.
Back to InstructorsMarilyn Young, CPA
Dr. Marilyn Young is a Professor of Accounting at Belmont University. She joined the faculty in 2001. She has a Bachelor of Science in Accounting and Master of Tax Accounting from the University of Alabama, and a Ph.D. in Accounting from the University of Mississippi.
Her industry experience includes work as a Tax Accountant for Deloitte and Frasier, Dean, and Howard and as a Tax Specialist in Corporate Finance at Empire Berol Corporation. Before coming to Belmont University, she taught at Lipscomb University. Her teaching experience at Belmont includes both undergraduate and graduate classes in taxation and financial accounting. Dr. Young also helps non-accounting students prepare to enter the Master in Accountancy program by teaching in the Summer Accounting Institute. She has presented her research at various regional and national conferences and published articles in Tax Adviser, Journal of Accountancy, State Tax Notes, Strategic Finance, Issues in Accounting Education, Tennessee CPA Journal, Economics and Politics, and Journal of S Corporation Taxation.
Dr. Young holds membership in the American Institute of Certified Public Accountants (AICPA), Tennessee Society of Certified Public Accountants (TSCPA), American Accounting Association, and American Taxation Association. She is currently a member of the AICPA IRS Advocacy and Relations Committee and a member of the TSCPA Nashville Chapter Board. The AIPCA has twice awarded her honorable mention for the Bea Sanders/AICPA Innovation in Teaching Award. She received an Outstanding Teaching Award from Lipscomb University and Outstanding Teaching Award from the Jack C. Massey College of Business at Belmont University. Named multiple times as the Most Inspirational Professor of The Jack C. Massey Graduate School of Business and the Faculty Member of the Year by the Beta Alpha Psi chapter in the Jack C. Massey College of Business, Dr. Young was presented with Belmont's highest faculty honor, The Chaney Distinguished Professor Award, in 2005.
Back to InstructorsClaude E. Blankenship, CPA, CGMA
CJ Blankenship is the Managing Partner at the firm and consults with clients and the BCPAG team on the most challenging tax, accounting, management and financial matters. He is a National Merit Scholar and received his Bachelor of Business Administration with honors in Accounting from Belmont University.
He has over twenty years of management experience in a variety of industries and service sectors and had worked at Crowe Chizek (currently Crowe Horwath, LLP) and RSM McGladrey, Inc. prior to joining the firm in 2007. CJ was admitted as a partner in the firm in February of 2009 and has served as the managing partner since.
Over his career, CJ has performed a variety of consulting services for hundreds of clients, including serving in an outsourced CFO capacity for an international manufacturing and distribution company with operations and customers around the globe.
CJ spends his workdays on mergers and acquisitions, not-for-profit consulting and compliance matters, planning (particularly with tax favored investment strategy), management consulting, tax compliance, accounting systems and matters for businesses, not-for-profits and individuals, and manages the day to day processes and strategic direction of the firm.
CJ has a heart for Christian ministries and is the Founder and President of Christian Recovery Houses, Inc., and consults with several not for profit boards. He has also served the TSCPA Nashville Board and Federal Tax Committee, and has served as the Treasurer at the Tennessee Christian Chamber of Commerce. He used to spend a lot of hours with the guitar and Christian song-writing, playing golf, camping, hunting, fishing, writing and exercising. Now, he is blessed to have married up to his lovely wife Amanda, and spends most of his free time as a father of two wonderful sons and a sweet little girl to round out the brood.
Back to InstructorsJoseph P. Patin, JD, CPA
Joseph serves in the Private Enterprise Tax practice of KPMG. Based in Atlanta, Joseph works to build and expand the practice and serve clients throughout the Southeast and nationally.
Joseph is an accomplished corporate finance tax leader with experience in multiple industries at both Fortune Five and closely held private companies. He is a skilled executive with the ability to understand complex business situations, apply technical expertise, develop relationships to communicate collaborative solutions and bring value to an organization and its shareholders.
Joseph joined KPMG from Georgia Pacific LLC (a wholly owned subsidiary of Koch Industries, Inc.) where he served as a Senior Tax Director. Joseph’s responsibilities included federal, international, and state reporting, compliance and tax planning for corporations and partnerships in business, corporate, and foundation operations. Among Joseph’s talents is his ability to partner with key stakeholders - legal, treasury, accounting, technology and business leadership to create meaningful outcomes.
Prior to joining Georgia Pacific LLC, Joseph was the state tax counsel at GE Energy, a subsidiary of General Electric Company. Joseph started his career with KPMG working in the Financial Institutions and State & Local Tax practices.
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