Event Description

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

Objectives

• Identify the major provisions of the OBBBA related to businesses
• Recognize tax and reporting implications of partnership property distributions
• State when green energy credits expire under OBBBA
• Recognize reporting requirements for Form 7217 & Form 8308