Date: August 29th , 2025

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

Description:

On July 3, 2025, Congress passed the “One Big Beautiful Bill Act” (OBBB), officially designated as H.R. 1. This comprehensive federal legislation was signed into law on July 4, 2025, and makes permanent several provisions of the 2017 Tax Cuts and Jobs Act (TCJA), while expanding certain tax incentives.The latest omnibus tax package—affectionately (or sarcastically!) dubbed the “One Big Beautiful Bill”—includes new tax credits, extended provisions, compliance updates, and regulatory shifts that every practitioner must understand to remain compliant and proactive.

This CE course distils the complexity of the legislation into practical guidance for CPAs, EAs, attorneys, and financial advisors. We’ll cover the high-impact changes, subtle traps, and planning opportunities buried within the hundreds of pages of statutory text. Robert Keebler, a nationally recognized tax expert, brings clarity and insight to these dense updates with real-world applications.

Topics Covered

• Provisions of the final One Big Beautiful Bill Act.
• Individual and business tax changes covered under the new legislation.
• Navigating the changes under new tax rules, including the impact on the standard deduction.
• SALT deduction, Child Tax Credit, and on Estate taxes.
• The creation of tax-favored accounts for newborn children, the termination of several green energy tax provisions, and the impact of the One Big Beautiful Bill Act on the IRS Direct File program.

Learning Objectives

• Identify and interpret the key tax provisions and regulatory changes enacted in the latest omnibus legislation.
• Evaluate how changes in deductions, credits, and limitations may affect clients in both the current and upcoming tax years.
• Apply new rules around business tax compliance, reporting obligations, and penalties.
• Implement strategic tax planning opportunities based on the bill’s transitional and permanent provisions.
• Anticipate IRS guidance and enforcement priorities stemming from the legislation and prepare clients accordingly.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by Forbes as one of the 2024 America’s Top 200 CPAs, by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States, and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration