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H.R. 1's Hidden Gems: Planning Essentials Beyond the Headlines

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Webcast or Webinar

Online, ON 00000

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1.0 Credits

Member Price $69.00

Non-Member Price $89.00

Overview

This hidden gems session will spotlight lesser-known provisions of H.R. 1, also known as OBBBA, that advisers may overlook but that carry important planning implications for clients.

It will cover changes to:

  • Health savings accounts
  • 529 education savings accounts
  • Student loans
  • Dependent care assistance plans
  • Revised 1099 reporting thresholds

    This session will also cover other key updates that may get missed.

    • Highlights

    OBBBA, HR 1, Education planning, financial planning, tax planning

    Prerequisites

    Fundamental knowledge of the new H.R. 1 tax bill, commonly referred to as OBBBA.

    Designed For

  • CPAs in public practice or industry
  • Tax advisers and planners
  • CPA personal financial planners
  • Firm leaders seeking to enhance advisory services
  • Non-CPA financial advisers

    • Objectives

    • Distinguish and interpret tax and financial planning opportunities for client education decisions, including 529 plans and student loans.
    • Analyze the impact of H.R. 1 on dependent care assistance programs and information return reporting.
    • Determine how these hidden provisions create new or expanded tax and financial planning opportunities for various client segments for 2025 and beyond.
    • Calculate client delivery approaches to confidently and proactively address client questions about less-discussed tax law changes.

    Non-Member Price $89.00

    Member Price $69.00

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