OBBBA & §174A: What You Need to Know Before the July 6 Deadline
- Master the new election framework under Section 174A
- Understand how the rules apply in real-world client scenarios—not just in theory
- Apply the small taxpayer rules with confidence
- Break down the gross receipts threshold (under $31M) and what it actually changes for your clients
- Fix or confirm 2022 filings before issues compound
- Learn what actions are required (and what options still exist) for clients who already filed
- Identify multi-state compliance risks early
- Avoid costly surprises by understanding which states diverge from federal treatment
- Walk away with a practical decision framework
- Know when to make elections, when to revisit them, and how to document your position
| CPA | 1 Taxes |
| EA | 1 Federal Tax |
| CRTP (CTEC) | 1 Federal Tax |
| Attorney | .75 General MCLE/Tax Specialization |
Course level: Basic
There are no prerequisites or advance preparation required.
Webinar speakers:
Mike Giangrande is a California licensed attorney and has been a tax practitioner for over 25 years. He is licensed to practice before the United States Tax Court, has a B.S. in Accounting and an LL.M. (Tax) from Chapman University, and has a J.D. from Whittier Law School with a certificate of concentration in business law. Mike has spent time as an adjunct professor of law at Whittier Law School teaching various tax courses and he served as a member of the Orange County Assessment Appeals Board.
Sonny Grover is the Executive Vice President of alliant.
Sonny is a Certified Public Accountant with more than 35 years of experience providing tax, mergers & acquisitions, structuring and operational consulting to corporations, partnerships and individual business owners. Previously, Sonny was a Tax Partner at Deloitte, where he managed a national consulting practice and a team of 30 professionals in 12 cities. Prior to that, Sonny was with Arthur Andersen as a Tax Manager. Sonny is a graduate of the University of Texas at Austin with his BBA & MPA (in tax). Sonny is a proud member of AICPA & CALCPA.
Hylton held several prominent positions at the IRS, including serving as Deputy of the Criminal Investigation Division and as CI’s head of International Operations. As National Director, Eric employs his years of experience at the IRS to assist alliantgroup’s clients as an ambassador for U.S. small and medium sized businesses (SMBs) and in helping others become tax compliant.
As alliant’s Chief Operating Officer, Matt Noll manages the daily operations of alliant’s consulting practice including R&D Tax Credit Services, Employee Retention Credit, 179D Services, IC-DISC Services, Tax Controversy Services, Domestic Production Activities Deduction Services and SALT/Hiring Credits and Incentives Services. Noll has 10 years of experience in R&D at alliantg. He has hands on experience at every level of the R&D study process and quickly rose the ranks at the firm, having helped delivered millions in credits across a large swath of industries including entertainment, software and technology, engineering and theme parks. He now oversees the entirety of alliant’s teams of industry experts, statisticians, attorneys and tax professionals to deliver incentives to clients.
You must have computer speakers to listen to this webinar.
Webinar features:
- 1 hour of CPE for one attendee
- Access to recording to watch at your convenience
- PDFs of reference manual and PowerPoint slides
- Add CPE for only $30 per additional attendee. Please contact our customer service department to register for additional CPE at (800) 277-2257.
Prefer to order via phone?
Give us a call at (800) 277-2257 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.
This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; the Certified Financial Planner Board of Standards; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. Spidell Publishing, LLC. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, LLC. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 1 Hour of continuing education for the California Board of Accountancy. Level: Basic. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. There are no prerequisites or advance preparation required.
