Beyond the Headlines: The One Big Beautiful Bill - Part III ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $69.00
Non-Member Price $89.00
Overview
This course examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning.
Highlights
Federal tax updates. IRS compliance guidelines. Tax planning strategies.
Prerequisites
Work experience in tax planning or tax compliance, or an introductory course in taxation.
Designed For
CPAs and tax professionals.
Objectives
Identify the features of Trump (MAGA) accounts, including contributions, employer roles, tax treatment, and rollovers. Recognize key OBBB reforms such as bracket changes, above-the-line deductions, and charitable, moving, and casualty loss rules. Distinguish how the OBBB shapes retirement planning through 401(k)/403(b) coordination, withdrawal sequencing, and the three-bucket approach. Evaluate OBBB’s impact on estate planning and long-term strategies, including inheritance limits, IRS guidance, and potential rule changes.
Preparation
None.
Notice
None.
Non-Member Price $89.00
Member Price $69.00