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On-demand Webinar:

OBBBA Explained

Key Tax Changes That Impact Individual Reporting & Compliance

    Agenda

    • Identify key OBBBA provisions affecting individual taxpayers, including changes to deductions, credits, and taxable income categories.
    • Analyze the impact of new rules on overtime, tips, estate and gift tax, and charitable contributions for client planning.
    • Evaluate opportunities for tax savings through “Trump Accounts,” clean energy credits, and other new incentives.
    • Apply upcoming IRS guidance and compliance considerations to ensure accurate reporting and client advisement.
    • Develop proactive strategies to prepare clients for potential future changes under OBBBA.

    Description:

    Join us for a focused session on the One Big Beautiful Bill Act (OBBBA) and its implications for your clients. We’ll break down key updates impacting individual taxpayers —from overtime, tips, senior “bonus” deductions, and “Trump Accounts” to estate and gift tax exemptions, charitable deductions, auto loan interest, remittance tax, and clean energy credits. We’ll also discuss upcoming IRS guidance and planning strategies to help you advise clients confidently in the coming tax year.

    Speakers:

    Jeffery Cronin

    (Chief Strategy Officer, Zenwork)

    Patrick Nagle

    (VP Compliance & Government Affairs, Zenwork)