This past July, the tax world got fireworks of its own. That's when the One Big Beautiful Bill (OBBBA) was signed into law, ushering in powerful tax reforms across individuals, families, seniors, businesses, and more. Whether you're guiding individuals, small businesses, or corporate clients, the compliance and planning stakes are now higher than ever before.
From new credits to updated thresholds, it's a dense piece of legislation with a wide reach, and the sooner you understand its core changes, the better prepared you'll be to serve your clients.
Big Changes You Can't Afford to Miss
The OBBBA introduces:
- New tax credits and deductions aimed at working families, energy efficiency, small businesses, and seniors
- Extension of popular provisions that were previously set to expire
- Significant compliance updates, including adjusted reporting thresholds, filing deadlines, and preparer responsibilities
- New planning opportunities that can help your clients maximize deductions and minimize liabilities, if you know how to navigate them
The OBBBA is dense, but mastering it now gives you a head start on added value, clearer planning, and smarter client advice.
What This Means for Your Practice
As a tax preparer, you're not just filing forms; you're expected to be a trusted advisor. The OBBBA makes it clear that staying on top of tax law changes isn't optional. Understanding how these updates impact your clients' short-term filings and long-term goals is critical to providing value and staying compliant.
From shifting deadlines to new due diligence standards, the impact of this bill will be felt across nearly every tax return. Knowing the law means you can help your clients make smart choices today that align with tomorrow's tax landscape.
Want a Shortcut to Understanding the OBBBA?
Join renowned tax expert Dr. Bart Basi for three separate one-hour IRS-approved webinars that break down the bill's most important updates, hidden pitfalls, and actionable planning tips. Each session focuses on a different angle of the OBBBA's impact, giving you targeted insights you can apply right away.
Webinar #1: Dr. Bart Basi's Overview of the OBBBA
Date: August 25, 2025
Time: 2:00–3:00 PM ET
Credit: 1 Hour IRS CE (Federal Tax Law Related Matters)
Gain a big-picture understanding of the OBBBA: the new tax credits, compliance shifts, hidden pitfalls, and key planning opportunities.
Click here to secure your spot.
Webinar #2: OBBBA's Impact on Individual Filers, presented by Dr. Dart Basi
Date: September 17, 2025
Time: 2:00–3:00 PM ET
Credit: 1 Hour IRS CE (Federal Tax Law Related Matters)
Explore how the OBBBA affects individuals from seniors and families to gig workers and tip earners. Learn what's changed and how to adjust your strategies.
Webinar #3: OBBBA's Impact on Businesses, presented by Dr. Dart Basi
Date: September 24, 2025
Time: 2:00–3:00 PM ET
Credit 1 Hour IRS CE (Federal Tax Law Related Matters)
Dive into how the OBBBA reshapes business tax planning, entity decisions, credits, and reporting requirements for 2025 and beyond.
Get Ahead Before Tax Season Begins
Each webinar is IRS-approved and counts toward your continuing education requirements. Whether you attend one or all three, you'll walk away with a clearer understanding of how to apply the OBBBA changes to your clients' benefit and how to protect your practice from compliance risk.
Bottom Line
The OBBBA shifts the tax landscape significantly, and Dr. Basi's webinar series is your fast track to clarity and compliance. Attend one or all three to confidently guide your clients through change and peace of mind.
