SCACPA’s latest education offerings address some of the most significant tax law changes in recent years. These courses will help you understand the impact of the One Big Beautiful Bill Act and what it means for:
- Individual, business, and estate taxation
- Client advisory services
- Regulatory obligations
Whether you attend one session or several, you’ll gain timely insights and practical strategies to better support your clients.
Explore the individual sessions below and register for the ones that meet your needs.
October 14
Quarterly Practice & Regulatory Update for Financial Advisors (LITX65)
Speaker: David Peters
1:00 – 4:30 pm
Between the SEC, FINRA, IRS, and CFP Board, financial advisors already juggle a maze of regulations—and now the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes that redefine tax implications and advisory responsibilities. This 4-hour quarterly update simplifies the chaos, giving you a clear, practical look at what’s new and what it means for your clients. With plain-language guidance and real-life examples, you’ll walk away ready to confidently navigate the ever-evolving regulatory and financial landscape.
Enrolled Agent Approved
Online
Credits: 4
October 30
Keeping Up with the Tax Code – Quarterly Federal Tax Update for Individuals (LITX31)
Speaker: David Peters
1:00 – 4:30 pm
Today’s individual tax landscape is evolving faster than ever and keeping up requires more than memorizing new code sections. This October 2025 update delivers practical insights into key developments, including the latest provisions of the One Big Beautiful Bill Act (OBBBA), shifts in IRS enforcement priorities, and emerging issues impacting individual taxpayers. Through engaging discussion and relatable examples, we’ll prepare you to confidently address client questions all year long.
Enrolled Agent Approved
Online
Credits: 4