Who, When & Why It Matters: Navigating H.R. 1 Timeline & Impacts

Personal Financial Planning

Webcast

Who, When & Why It Matters: Navigating H.R. 1 Timeline & Impacts

Prioritize your client planning for topics by learning about the effective dates of H.R. 1 provisions and how key taxpayer segments will be affected.

$59 - $89

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

Format

Webcast

Date

Oct 21, 2025

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

Instructor

Mark Gallegos, Annette Nellen

Availability

Product Number

WC5040880

View

Business & partner

Part of a discounted

Product Details

Kick off the Tax and PFP MasterClass series with a high-level look at H.R. 1, commonly known as OBBBA, and what it means for tax professionals and financial planners.

Annette Nellen, CPA, Esq., will break down the complex rollout of OBBBA’s effective dates, including:

What’s already in effect
What’s coming soon
How the timeline affects your planning priorities

Then, Mark Gallegos, CPA, MST, will cover the effect on key taxpayer groups, including:

Wage earners
Business owners
High-net-worth individuals
Retirees
Multistate filers
Cross-border households

This strategic session gives you a roadmap to the law’s phased rollout and helps you guide clients through tax reform with confidence.

Key Topics

OBBBA, HR 1, effective dates, taxpayer profiles, client communication, conversation, financial planning, tax planning

Learning Outcomes

Distinguish the effective dates and phased implementation of OBBBA provisions.
Distinguish effective date relevance to planning due diligence efforts for 2025 and beyond.
Determine key taxpayer profiles most affected by OBBBA’s provisions, along with the practical implications for each group.
Apply a segment-based approach to client communication and planning, using real-life scenarios and action-oriented conversation starters.
Analyze planning strategies based on timing, taxpayer profile, and evolving guidance across income levels, entity types, and multistate/international exposures.

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

Mark Gallegos

CPA, MST

Mark Gallegos, CPA, MST, is a tax partner on Porte Brown’s accounting and consulting services team in the Elgin, Ill., office. He has more than 25 years of experience and spends a great deal of time advising, speaking, and writing about international tax, mergers & acquisitions and credits and incentives. Gallegos has been entrenched in the intricacies of tax legislations and impending changes. Gallegos co-hosts a recurring webinar series on the topic and regularly speaks on tax legislation and other tax topics. Prior to joining Porte Brown LLC, Mark worked for two national accounting firms focusing on middle market clients. He has extensive experience working with closely held companies and providing tax strategies for a wide range of industries. Mark’s expertise and background on various tax issues enable him to excel in providing superior quality service to clients.

Annette Nellen

CPA, CGMA, Esq.

Annette Nellen, CPA, CGMA, Esq., is a professor at San José State University and director of the graduate tax program. She is the past chair of the American Institute of CPAs Tax Executive Committee and an active member of the taxation sections of the AICPA, American Bar Association, and California Lawyers Association. She is a co-editor and coauthor of the four South-Western Federal Taxation textbooks published by Cengage.

Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.