This webinar walks through how OBBBA tip and overtime deductions work in practice — from eligibility and reporting to how these deductions ultimately show up on the tax return. Ideal for navigating employer and employee questions with clear, practical guidance.

Clients are already asking about Trump Accounts. This session covers who qualifies, how these accounts are opened, and how they compare to other tax-advantaged savings options — so you can clearly explain the rules and address the questions clients are already asking.

This session focuses on how OBBBA affects tax planning decisions for 2025 and beyond. Learn how to evaluate new rules, identify planning opportunities, and integrate OBBBA considerations into broader client advisory strategies. 

Get a comprehensive overview of the One Big, Beautiful Bill Act and its most impactful provisions. This webinar breaks down key changes — including SALT modifications, bonus depreciation, Section 174, and new deductions — providing essential context for understanding how OBBBA reshapes the tax landscape.