CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

One Big Beautiful Bill

Explore the top individual tax provisions in the new “One Big, Beautiful Bill” and what they mean for your clients and your practice. This CPE course delivers actionable insights, key planning takeaways, and ready-to-use client communication tools.

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Taxes
Course Level
Basic
Format
Webcast

Course Description

This one-hour webcast unpacks the individual tax provisions of Public Law 119-21—popularly dubbed the “One Big, Beautiful Bill.” Led by seasoned tax expert Mark Seid, this course provides a practitioner-focused overview of the most consequential changes, including the permanent extension of the Tax Cuts and Jobs Act (TCJA) tax brackets, enhancements to the standard deduction, and significant revisions to the Child Tax Credit. Participants will also explore updates to employer-paid student loan exclusions, discharged student debt relief, new deductions for tips and overtime, and nuanced rules around Social Security number requirements that affect client eligibility for key benefits.

Designed with practical application in mind, the session emphasizes client-facing impacts. With a focus on what’s permanent, what’s changed, and what practitioners need to act on now, this course ensures tax professionals are prepared to guide clients through a rapidly evolving policy landscape.

This course is the first part of our OBBBA series. When you buy this course, you’ll receive free access to these future courses when they are released:

  1. An upcoming business overview
  2. An upcoming general overview
  3. An upcoming planning overview
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Learning Objectives

Upon completion of this course, participants will be able to:

  • Identify which TCJA provisions have been extended, modified, or allowed to
    expire under OBBB
  • Explain the new deductions available for tips, overtime, and senior workers.
  • Describe the changes made to major tax credits, including those that were
    expanded, enhanced, or terminated.
  • Apply the provisions of OBBB to real-world client scenarios and identify
    planning opportunities.
  • Use the provided client letter to clearly communicate key changes and
    action steps to clients.
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Course Specifics

Course ID
WC1825437750
Revision Date
July 15, 2025
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02737-25-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-02182
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.

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