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One year after the One Big Beautiful Bill Act (OBBBA) reshaped the tax landscape, new guidance and real-world application have revealed both opportunities and challenges. Sweeping changes across corporate, individual, and state tax regimes have been followed by a steady stream of guidance from the IRS, U.S. Treasury and state authorities, creating both clarity and new complexity for taxpayers.

Join CBIZ professionals for a focused, forward-looking discussion on how OBBBA is playing out today. We’ll cover key developments, highlight practical planning considerations and break down where uncertainty remains as additional guidance emerges.

What You’ll Learn

  • Key business tax changes, including bonus depreciation, Section 179 expensing and interest limitation updates
  • R&E expensing and retroactive relief opportunities
  • State conformity issues driving compliance complexity
  • SALT deduction changes and individual tax implications
  • Investment and planning impacts, including QSBS and production incentives
  • Clean energy and international tax shifts
  • Estate, workforce and other individual provisions
  • What’s next: pending guidance and planning considerations for 2026 and beyond  

Speakers

Mark Baran, Managing Director, National Tax Office
Andrew Finkle, Managing Director, National Tax Office
Bill Smith, Managing Director, National Tax Office
Nate Smith, Managing Director, Tax

CPE CREDITS
Program Description OBBBA One Year Later: What We’ve Learned and What’s Aheady

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • Key business tax changes, including bonus depreciation, Section 179 expensing and interest limitation updates
  • R&E expensing and retroactive relief opportunities
  • State conformity issues driving compliance complexity
  • SALT deduction changes and individual tax implications
  • Investment and planning impacts, including QSBS and production incentives
  • Clean energy and international tax shifts
  • Estate, workforce and other individual provisions
  • What’s next: pending guidance and planning considerations for 2026 and beyond  
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1.2 Credits
Recommended Field of Study Tax
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.