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 1
One Big Beautiful Bill: What Every Tax Pro Needs to Know Now (SMTX04)
Speaker: Verne McGough
1:00 – 2:40 pm
Get up to speed on the sweeping changes ushered in by the latest major tax legislation—affectionately dubbed the “One Big Beautiful Bill.” In this 100-minute update, attorney Verne McGough breaks down the key provisions affecting estate planning, tax controversy resolution, and corporate tax strategy. With Verne’s signature clarity and deep expertise, you’ll walk away ready to advise clients and businesses with confidence in the post-Bill landscape.
Enrolled Agent Approved
Florence
Credits: 2
October 2
One Big Beautiful Bill: What Every Tax Pro Needs to Know Now (SMTX05)
Speaker: Verne McGough
1:00 – 2:40 pm
Get up to speed on the sweeping changes ushered in by the latest major tax legislation—affectionately dubbed the “One Big Beautiful Bill.” In this 100-minute update, attorney Verne McGough breaks down the key provisions affecting estate planning, tax controversy resolution, and corporate tax strategy. With Verne’s signature clarity and deep expertise, you’ll walk away ready to advise clients and businesses with confidence in the post-Bill landscape.
Enrolled Agent Approved
Columbia
Credits: 2
October 8
Exploring Client Advisory Services: 2025 Tax Update (LITX08)
Speaker: David Peters
1:00 – 4:30 pm
As trusted operational partners, Client Advisory Services (CAS) professionals must stay ahead of evolving tax regulations that directly impact their clients. This 2025 update covers critical changes to payroll, information reporting, deductions, and credits—alongside key insights from the new One Big Beautiful Bill Act (OBBBA). Join us to explore how these developments affect CAS engagements and how to proactively position clients for success in the year ahead.
Enrolled Agent Approved
Online
Credits: 4
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