
H.R. 1’s Hidden Gems: Planning Essentials Beyond the Headlines
Take a look at provisions in H.R. 1, commonly referred to as OBBBA, that may not be as widely known, but still have application in particular areas of your clients’ tax and financial situations.
Format
Webcast
Date
Sep 11, 2025
NASBA Field of Study
Taxes
Level
Intermediate
CPE Credits
1
Instructor
Ross A. Riskin , Julie Welch
Availability
Product Number
WC5040836
This hidden gems session will spotlight lesser-known provisions of H.R. 1, also known as OBBBA, that advisers may overlook but that carry important planning implications for clients.
It will cover changes to:
- Health savings accounts
- 529 education savings accounts
- Student loans
- Dependent care assistance plans
- Revised 1099 reporting thresholds
This session will also cover other key updates that may get missed.
Key Topics
OBBBA, HR 1, Education planning, financial planning, tax planning
Learning Outcomes
- Distinguish and interpret tax and financial planning opportunities for client education decisions, including 529 plans and student loans.
- Analyze the impact of H.R. 1 on dependent care assistance programs and information return reporting.
- Determine how these hidden provisions create new or expanded tax and financial planning opportunities for various client segments for 2025 and beyond.
- Calculate client delivery approaches to confidently and proactively address client questions about less-discussed tax law changes.
This event is CFP-eligible
Who Will Benefit
- CPAs in public practice or industry
- Tax advisers and planners
- CPA personal financial planners
- Firm leaders seeking to enhance advisory services
- Non-CPA financial advisers
Bundle and Save
Bundle this session with the remaining four in either the in the HR. 1 PFP MasterClass Series (5 classes, 7 CPE credits) or the HR. 1 Tax MasterClass Series (5 classes, 10 CPE credits). Both series offer discounts for bundling versus purchasing 5 stand-alone courses.
For a complete learning experience, bundle both Series with the H.R. 1 MasterClass Series Bundle — 8 classes, 15 CPE credits and an additional 13% discount when purchased together.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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