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A Big, Beautiful Tax Webinar
Course Information
Earn: 1.5 NAPFA CEs and 1.5 CFP® CEs
Content Level:  Intermediate
NAPFA Subject Area: D - Income Tax Planning
Course Description

This 75-minute webinar will examine the "One Big, Beautiful Bill," a sweeping tax and spending proposal recently passed by the House and now under Senate review. The session will cover the bill’s potential to make the 2017 tax cuts permanent instead of expiring at year’s end and explore other key provisions, including any changes to the SALT deduction, phaseouts of energy tax credits, the repeal of student loan forgiveness, changes for seniors earning under $75,000, an expanded child tax credit, and new tax deductions for tips and overtime wages. The program will consider the bill’s implications for the federal deficit, debt ceiling, and U.S. credit rating.

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
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:
On-Demand
Access expires on Dec 31, 2025
Initial Cost:
Member: $0.00
Non-Member: $39.00
Additional Cost:
CFP® CE Quiz: $0.00 - $10.00
Credit Offered:
1.5 NAPFA CE Credits
1.5 CFP® CE Credits
Contains:
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