Date  : February 25th, 2026

Time : 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 Minutes

Description:

The One Big Beautiful Bill Act (OBBBA) blends Trump-era tax cuts with forward-thinking reforms, revolutionizing income rules, deductions, credits, and savings vehicles. This practical CPE webinar cuts through the legalese—sunset timelines, phaseouts, and deduction caps—to deliver ready-to-use strategies for tax pros.

Dive into permanent TCJA extensions alongside fresh rules for tips/overtime exclusions, boosted standard deductions, revamped itemized caps, and supercharged credits for students, families, and multi-bracket clients. Uncover hot opportunities in “Trump Accounts,” charitable strategies, estate planning, and SALT fixes.

Session Highlights:

• OBBBA Roadmap: Track TCJA extensions, key changes, and sneaky phaseouts/sunsets that trip up planning.
• Income Exclusions Deep Dive: New relief for student loans, select pay/benefits, and more.
• Itemized Deduction Overhaul: 35% top-bracket cap, plus SALT/mortgage/charity interplay.
• Below-the-Line Breakthroughs: No-tax tips/overtime deductions and targeted relief.
• Family & Personal Credits: Child tax credit boosts, dependency perks, and education incentives.
• Advanced Planning Plays: “Trump Accounts,” estate/gift hikes, bonus depreciation, Section 179, and beyond.

Learning Objectives:

• Pinpoint top OBBBA wins for individuals/small businesses, including TCJA permanents and incentives.
• Break down revised itemized rules/floors/caps for SALT, mortgage, and charity optimization.
• Detail “no tax on tips/overtime” scope, limitations, and deduction mechanics.
• Assess credits/exclusions (child tax, student loans) across income levels.
• Spot sunset/phaseout risks requiring multi-year modeling.
• Weave in “Trump Accounts,” estate thresholds, bonus dep., and Sec. 179 for holistic plans.

CPE Details:

• Recommended Credits: 2.0
• Field of Study: Taxes
• Prerequisites/Prep: None
• Level: Basic
• Format: Virtual/Online (Group Internet-Based)
• Attendance: Required
• Duration: 120 Minutes

Who Benefits:

• CPAs
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Tax Preparers
• Finance Professionals
• Financial Planners

Our Speaker:
Jane Ryder, EA, CPA, is a top national educator on tax, compliance, accounting, and representation. With 40+ years in tax prep, audits, and business planning, she leads Brass Tax Ryder Professional Group, Inc., in San Diego and advises pros nationwide.