CPE Catalog & Events

Discussion of potential contents of the "big , beautiful" tax bill The resumption of federal student loan collections Impact of expiring TCJA provisions Budget reconciliation

Proposed provisions included in the "one big, beautiful bill" Extension of TCJA provisions MAGA accounts Termination of federal clean energy tax credits

Making the Tax Cuts and Jobs Act provisions permanent Eliminating tax on tips and overtime and special tax relief for seniors Phase out of the clean energy credits Deduction for auto loan interest on American made cars SALT cap raised to $40,000 with an income phase-out of $500,000 Increase in the transfer tax exemption to $15 million and an opportunity to open Trump accounts for children

Economic policy changes of the first 100+ days Impacts of tariffs and slower economic growth The progress of drafting the "mega" bill Proposed amendments to Circular 230

Progress on the House Budget Reconciliation Bill Updates and changes to Health Savings Accounts (HSAs) Soroban Capital Partners LP v. Commissioner

Making the Tax Cuts and Jobs Act provisions permanent Extending the special depreciation allowance (bonus) for certain property Raising the SALT cap to $40,000 with an income phase-out of $500,000 Deducting domestic research and experimental expenditures Creating a new class of property, qualified production property Increasing the maximum amount a taxpayer may expense under Section 179 to $2.5 million

Trump Savings Account "No tax on tips" No tax on overtime

What's new in IRAs New 1099-Q for 2025 Tracking of Qualified Charitable Distributions Strategies to plan for the rest of the year

Cryptocurrency legislative update Distributions for Emergency Personal Expense Distributions  Domestic Abuse Victim Distributions Section 179D deduction 

Changes in the Tax Laws Impacting Gamblers HR-1: Bonus Depreciation HSA Changes in OBBB Act

IRS finalization of RMD regulations Disaster tax relief, especially relating to retirement plans and IRAs Discussion of US Supreme Court's overturn of Chevron U.S.A., Inc v. Natural Resources Defense Council, Inc. 

Comparison between Senate and House versions of the OBBB Act Expectation of TCJA provisions extension Discussion of provisions including the qualified business income deduction, 529 account expenses, and asset expensing

Federal Scholarship Tax Credit Research and Experimentation (R&E) Deduction changes Charitable Contribution Deduction

Legal Obligations and Individual Responsibilities of RMDs  SALT Limitation and the PTET  Qualified Production Property Rules

Trump Accounts Form 1099 Issues Form 1099-K

Charitable planning with the implementation of OBBBA The impact of OBBBA on tax-exempt organizations Portability and estate planning

Trump Accounts Tax reporting of Trump account contributions Report of Foreign Bank and Financial Accounts (FBAR) update

An overview of the 2026 Form W-2 draft FS-2025-05 A discussion of tax scams and false tax credit claims

Rollover and transfer rules for IRA beneficiaries Discussion of beneficiary movements Two-year report on the Inflation Reduction Act

HSA provisions within the OBBBA HSA statistics New federal loan limits and impacts