The One Big Beautiful Bill (OBBBA) has introduced sweeping changes to the U.S. tax code that directly affect millions of individual taxpayers. This IRS-approved webinar, led by nationally recognized tax expert Dr. Bart Basi, provides a clear, detailed overview of how the new provisions impact different types of individual filers, including seniors, working families, gig economy workers, and those who earn tips or overtime pay.

In this focused one-hour session, you will learn how to identify which clients are most affected, what specific changes have been made to deductions and credits, and how to adjust tax planning strategies before year-end. Dr. Basi will also cover time-sensitive opportunities, phaseouts, and compliance considerations to help you deliver the highest value to your clients while staying fully compliant with IRS requirements.

Whether you work primarily with individual taxpayers or have a mixed client base, this webinar will give you the practical knowledge and actionable steps needed to navigate the OBBBA changes with confidence.

This one-hour webinar is on September 17, 2025, from 2-3pm, and counts for 1 hour of IRS CE under the category of Federal Tax Law Related Matters.  

Learning Highlights:

• Key OBBBA provisions that impact individuals in 2025 and beyond
• Special considerations for seniors, families, and tip earners
• Income-based deductions and phaseout thresholds
• Above-the-line deductions for overtime and tips
• Planning opportunities before temporary provisions expire

About the Presenter: 

Dr. Bart A. Basi, the Senior Advisor at The Center for Financial, Legal & Tax Planning P.C., is a distinguished attorney and CPA, who also holds a Doctorate in Economics. As a Tax Course Instructor for the Internal Revenue Service’s Annual Filing Season Program, he educates tax preparers nationwide. Licensed in Illinois and New York, and admitted to the United States Supreme Court, Dr. Basi imparts expertise to CPAs and attorneys on financial, legal, and tax matters. Renowned as a sought-after speaker, he addresses audiences on topics including taxes, mergers, acquisitions, succession planning, and valuations for private companies. Additionally, Dr. Basi serves as a trusted advisor, guiding businesses through the complexities of inflation and economic impacts on strategic decision-making for private companies.