What The Big Beautiful Bill Means for You and Your Clients: Breaking Down Key Tax Provisions
Overview
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The “Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA
provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax
professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual,
business, and estate taxation.
Art Werner breaks down key topics like bonus depreciation, enhanced 199A deductions, Trump accounts, SALT cap
changes, estate planning, charitable limits, 1099-K thresholds, and much more. He’ll also examine areas with future
sunsets, business incentives, and international tax provisions that could impact clients at all income levels.
Highlights
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Extension of individual TCJA provisions
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Expansion of IRC Section 199A
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Bonus depreciation and Section 179 updates
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Changes to the standard deduction and personal exemptions
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Child tax credit revisions
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Business interest deduction limits
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Estate and gift tax threshold
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International tax changes and foreign surtax provisions
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Creation of Trump Accounts and expansion of 529 plans
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1099 reporting threshold changes and other administrative updates
Prerequisites
None
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Objectives
- Identify the major tax provisions included in The One Big Beautiful Bill Act
- Analyze Changes to the Internal Revenue Code.
- Determine how the bill affects individual tax planning strategies
- Evaluate the impact of the bill on pass-through business taxation
- Analyze changes to corporate and international tax rules
- Interpret estate and gift tax modifications under the legislation
- Recognize changes to depreciation and expensing rules
- Assess the tax planning implications for clients affected by international provisions
- Explain the impact of the legislation on 529 plans and new Trump accounts
Preparation
None
Leader(s):
- Arthur Werner, Werner & Rocca, PC
Non-Member Price $220.00
Member Price $160.00