What the Big Beautiful Bill Means for Tax Professionals

The “Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual, business, and estate taxation.

Art Werner breaks down key topics like bonus depreciation, enhanced 199A deductions, Trump accounts, SALT cap changes, estate planning, charitable limits, 1099-K thresholds, and much more. He’ll also examine areas with future sunsets, business incentives, and international tax provisions that could impact clients at all income levels.

Learning Objectives:

At the end of this course, you will be able to:

Identify the major tax provisions included in The One Big Beautiful Bill Act
Analyze Changes to the Internal Revenue Code.
Determine how the bill affects individual tax planning strategies
Evaluate the impact of the bill on pass-through business taxation
Analyze changes to corporate and international tax rules
Interpret estate and gift tax modifications under the legislation
Recognize changes to depreciation and expensing rules
Assess the tax planning implications for clients affected by international provisions
Explain the impact of the legislation on 529 plans and new Trump accounts

Major Topics:

Extension of individual TCJA provisions
Expansion of IRC Section 199A
Bonus depreciation and Section 179 updates
Changes to the standard deduction and personal exemptions
Child tax credit revisions
Business interest deduction limits
Estate and gift tax thresholds
International tax changes and foreign surtax provisions
Creation of Trump Accounts and expansion of 529 plans
1099 reporting threshold changes and other administrative updates

Who Should Attend

CPAs, EAs, Attorneys, Financial Planners, Insurance Agents, and Bankers

Credit(s)

IRS CPE Credits: 4 Tax hour

Arthur Joseph Werner, J.D., M.S. (Taxation)

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...

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Aug 19, 2025	IRS Foreign Compliance and Related Audits – How to Comply With IRS Requirements if You Have Foreign Assets and/or Income	60 Mins	$199.00	Register Now
Aug 14, 2025	Demystifying the One Big Beautiful Bill: A Deep Dive into the Latest Tax Update	60 Mins	$199.00	Register Now
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What The Big Beautiful Bill Means for You and Your Clients: Breaking Down Key Tax Provisions

Event Registration

Arthur Joseph Werner, J.D., M.S. (Taxation)

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