The tax landscape is shifting in 2025 with major updates introduced by the One Big Beautiful Bill Act. These changes bring new complexities for CPAs, tax advisors, and financial planners.
Cut through the confusion and understand the effects for your clients with this webinar presented by Avantax by Cetera, a recognized leader in tax-intelligent planning.
Permanent rate brackets, expanded deductions, and new exemptions are only the beginning. The bill also reshapes key areas such as QBI deductions, the cap on SALT deductions, and bonus depreciation rules. These shifts carry significant implications and understanding the new framework is critical.
You'll learn:
- Overview of key tax law changes.
- How new and expanded tax deductions and credits reshape planning opportunities.
- Strategies for advising clients on investments, retirement, and estate planning.
CPE Credit Information
Subject Area: Accounting
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
For financial professional use only. Not for use with the public.
Avantax is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member
Financial professionals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
