The One Big Beautiful Bill Act (OBBBA) brings sweeping changes that apply to the 2025 filing season, and this 4-hour course delivers critical updates for individual filers. Designed as a practical and timely 1040 update, it focuses on the new rules shaping 2025 tax returns, including rates, credits, deductions, and key planning strategies under the new law.
Whether you are preparing returns or guiding clients, this session provides condensed but comprehensive insight to help you apply OBBBA changes effectively for the 2025 filing year. This course is ideal for professionals who need an efficient and relevant update without missing essential changes.
• Key provisions of the One Big Beautiful Bill Act (OBBBA)
• Tax rate and bracket changes
• Standard and itemized deduction updates
• Credit revisions: Child Tax Credit, EITC, and others
• Income phaseouts and thresholds
• QBI considerations for individuals
• Health-related and ACA tax updates
• Year-end planning strategies for 2025
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants…