H.R. 1’s Hidden Gems: Planning Essentials Beyond the Headlines

Personal Financial Planning

Webcast

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.

$59 - $89

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

Instructor

Ross A. Riskin , Julie Welch

Availability

Product Number

WC5040836

View

Business & partner

Part of a discounted

Product Details

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.

Credit Info

CPE Credits

NASBA Field of Study

Taxes

Level

Intermediate

Prerequisites

Fundamental knowledge of the new H.R. 1 tax bill, commonly referred to as OBBBA.

Access

This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.

Duration

1 hr

For more information, please refer to CPE requirements and NASBA sponsorship information

Pricing

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Nonmembers

$89.00

AICPA Members

$69.00

CIMA Members

$69.00

PFP Section Members

$59.00

Tax Section Members

$59.00

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 order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Speakers

Ross A. Riskin 

DBA, CPA/PFS, CCFC, MS Tax

Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, provides both research and professional expertise focusing on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He serves as the Managing Member of Riskin Wealth Management, LLC, Founder and Chief Creative Officer at visiWealth, and Vice President at Riskin & Riskin, PC. In addition, he sits on the Advisory Council for the American Institute of Certified College Financial Consultants (AICCFC) and acts as a Senior Strategy Advisor for the Investments & Wealth Institute. Ross is the author of The AICPA’s Adviser’s Guide to Education Planning: 1st and 2nd Editions. Ross has been the recipient of the 40 Under 40 Award from both InvestmentNews and CPA Practice Advisor and has received the AICPA’s Standing Ovation in Personal Financial Planning Award, and the Accounting Educator of Excellence Award from the CT Society of CPAs.

Julie Welch

CPA, PFS, CFP®

Julie A. Welch (Runtz), CPA, PFS, CFP®, is a shareholder and Director of Taxation with Meara Welch Browne, P.C. in Kansas City. She served on the faculty of the AICPA National Tax Education Program for 24 years, served on the AICPA's planning committee for the 'Tax Planning Strategies for the High-Income Individual' conference where she was also a speaker, and serves as a frequent panelist for the All-Star Tax Series broadcast by Edward Jones and Surgent Weekly Expert Hour. She speaks nationally on tax-saving topics and, in addition to co-authoring 101 Tax Saving Ideas, she writes for several financial planning and business publications. She was named to the Forbes “America’s Top 200 CPAs” in 2024 and was awarded the 2015 AICPA Sid Kess Award for Excellence in Continuing Education.

Accessibility

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