Event Description

If you are a client-facing tax practitioner that is looking for a tax update that gives practical advice 
without all the fluff, this is the course for you! Since the passage of the One Big Beautiful Bill Act, there 
has been several pieces of additional guidance from the IRS. In this course, we will explore recent 
guidance on the tip deduction, overtime deduction, and bonus depreciation. Additionally, we will clarify 
who may still be able to get an ERC refund, as well as examine the DOL proposed rules on worker 
classification. If that were not enough, we will also take a look at some of the scams that practitioners 
and clients may be exposed to related to the new tax laws. It is all in this tax update – made especially 
for those professionals in client advisory services! 

Objectives

• Identify recent guidance related to the OBBBA related to businesses 
• Recall how the proposed DOL rule changes the rules for identifying independent contractors and employees. 
• Recognize reporting requirements for Form 8308 when there is a sale of a partnership interest. 
• Identify common scams practitioners might face related to the OBBBA.