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A Big, Beautiful Tax Webinar
Course Information
Earn: 1.5 NAPFA CEs, 1.5 CFP® CEs, 1 IRS CE, and 1.5 NASBA CPEs (field of study: Taxes)
Content Level:  Intermediate
NAPFA Subject Area: D - Income Tax Planning

To earn NASBA CPE, make note of the five codes that will be posted in the live Chat, then return to this course after an hour to complete the NASBA quiz.
Couse Description
With the House passing the “One Big, Beautiful Bill” that proposes sweeping tax and spending changes and it now being under consideration by the Senate, this webinar will examine how the bill will make permanent the 2017 tax cuts that were set to expire at the end of this year and permanently affect the tax system. Areas of concern include: a SALT deduction increase, energy tax-credit phaseouts, deficit and debt ceiling/U.S. credit rating, student loan forgiveness repeal, tax deduction on tips and overtime wages, tax deduction for seniors making less than $75k annually, and a child tax credit increase.
Learning Objectives
  1. Understand the contents of The One, Big, Beautiful Bill and any revisions by the Senate.
  2. Prepare yourself to act quickly after the new tax law is enacted.
  3. Develop a strategy to give clients timely advice with tax planning for 2025, 2026, and beyond.
Speaker(s)
Lawrence Pon, CPA/PFS, CFP®, EA, USTCP, AEP

Lawrence Pon, CPA/PFS, CFP®, EA, USTCP, AEP, of Redwood Shores, CA, has been in practice since 1986 and speaks regularly to tax professionals on the latest tax planning and preparation topics nationally. He teaches classes on income tax at College of San Mateo. Pon received his BS in Business Administration from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Summary
Availability:
Registration Required
Expires on Jul 15, 2025
Location:
Online Meeting
Date / Time:
Jul 08, 2025 3:00 PM - 4:15 PM ET
Cost:
Member: $0.00
Non-Member: $39.00
Credit Offered:
1.5 NAPFA CE Credits
1.5 CFP® CE Credits
1 IRS CE Credit
1.5 NASBA CPE Credits
Contains:
2 Courses
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