Two One-Day Sessions – Your Essential 2025 Tax Season Advantage

With the One Big Beautiful Bill Act (OBBBA) now signed into law, the 2025 tax season brings the most sweeping changes since TCJA. From Trump Accounts to expanded business deductions, your clients will be asking questions—and expecting answers.

Our 2025 webinar series delivers timely, expert-led guidance to help CPAs, EAs, and tax professionals stay ahead of the curve. You’ll get critical updates, strategic planning tips, and the CPE credits you need—all before the busy season hits.

Register early to lock in our best pricing and turn new laws into client wins.

What’s New This Year  

Session 1: One Big Beautiful Bill Act (OBBBA) Tax Law Changes - 8 Hours CPE 

Lessons run from July 21, 2025, through January 25, 2026

Key Topics Covering Trump's  One Big Beautiful Act: TCJA Extensions and Expansions: In-depth analysis of how the upcoming expiration of Tax Cuts and Jobs Act provisions at the end of 2025 could affect your clients. Environmental Tax Credits: Lean how the EV, solar and other environmental will have an early than expected sunset. Trump Accounts: Lean about the new tax-advantaged savings accounts for children born between 2025 and 2028, with a $1,000 initial federal deposit. Estate Tax Boost: Surprise, learn how Congress increased rather than reduced the estate tax exemption.  SALT Deduction Cap Changes: A shocker, the SALT cap has been temporarily raised to $40,000. But not everyone will benefit, it phases out for higher income taxpayers. New Individual Tax Breaks: Planning opportunities created by the deductions for auto loan interest, no tax on tips, overtime pay, and Social Security benefits. But things are not as advertised, learn the numerous limitations. Potential Offset Measures: Analysis of possible changes to popular tax breaks and benefits that are limited U.S Citizens and excluded to others. Social Security Number: Learn how the new law makes the SSN the key to may tax benefits. Learn About: o Return of bonus depreciation o Large above-the-line charitable contribution o Bye, bye to the reduced PTC repayment o Pease limitation replacement o New limitation on gambling loss deduction o Refundable adoption credit  o Increased  o New minimum QBI deduction o State disaster declaration for disaster losses o New 529 plan qualified expenses o New liberal use of HRA funds  o Temporary increase in child tax credit. o The list goes on and on…….

Session 2: Review & Tax Planning Strategy - 8 Hours CPE

Lessons run from November 3, 2025, through January 25, 2026.

Key Topics 2024/2025 Tax Review Essentials Foreign Reporting Non-resident and Illegal Aliens Lots of Business Issues Delayed SECURE 2.0 Act Provisions New Early Withdrawal Exceptions Uncommon Medical Deductions The Huge Pension Start-Up Credit Mega Roth Conversions ...and more timely issues High-End Tax Planning Strategies Innovative Approaches for 2025: Discover advanced strategies designed for our clients’ evolving needs. This session is your guide to implementing cutting-edge planning techniques that will not only optimize tax outcomes but also complement our current advisory offerings. This session is a “can’t miss” component of our webinar—ensuring you stay ahead of the curve with the latest tax review insights and actionable planning strategies.

Learning Objectives

 After completing this comprehensive webinar, you’ll be able to:

• Master the latest tax law changes and understand their real-world impact
• Implement proactive planning strategies that capitalize on new legislative opportunities
• Enhance your review process with advanced techniques for efficient tax preparation
• Provide superior advisory services tailored to evolving tax scenarios

Exclusive Benefits

Valued attendees will also receive:

• Downloadable course materials and PowerPoint presentations for every session
• Engaging Q&A sessions led by our team of tax subject experts
• The Big Book of Taxes, our highly respected 1,300+ page seminar edition will be available at the launch of Session 2: Review & Tax Planning Strategy Webinar. This unique seminar text includes integrated California provisions and differences and is so complete and well-organized that many practitioners use it as their primary tax season reference.

Meet Our Speakers:

Our A-Team of industry-leading experts brings decades of experience and practical insight to every session:

	Lee Reams, BSME, EA – A trusted authority known for his in-depth analysis of tax reforms and strategic planning.
	Art Werner, J.D., M.S. – An esteemed tax law specialist who simplifies complex legislative changes into actionable advice.

Testimonials

"Thank you for Presenting the new Corporate Transparency Act Information. I think I was unprepared until I heard this information. I feel that I can comply with this and the Big Book's New Section! Thank you!"

"Tax update covered was excellent. Thank you." - Karen Klimkosky Lee

"Excellent classes this year! Lots of new tax law changes. I feel I can handle them confidently with this and the big book as my guide! - Joy Java"

"Excellent class, This will be my 12th year. Really appreciate the expertise of the speakers last year and the upcoming year." - Patricia Neu

"Since we have been doing virtual seminars, you guys are my favorite." -
Arlene Adabzadeh

Pricing & Registration Options 

Bundle Package (Both Sessions): $349

Course Details: