About the Course
Introduction
This CLE/CPE webinar will provide tax counsel and advisers a detailed analysis of available business income tax planning strategies in light of the One Big Beautiful Bill Act (OBBBA) and other recent regulations. The panel will discuss key provisions under the OBBBA, bonus depreciation, R&D deductions, cost segregation, and other items and their impact on business tax planning.
Description
The enactment of the OBBBA provides significant opportunities and challenges for business income tax planning. The new legislation makes certain aspects of the Tax Cuts and Jobs Act permanent while also making key additions that tax professionals must understand to effectively implement planning strategies for taxpayers.
The OBBBA provides businesses with 100% bonus depreciation for eligible business costs and assets, immediate research and development expensing for domestic activities, enhanced cost segregation, and other key items impacting business income tax planning strategies.
In addition, individual tax benefits for business owners, such as the enhancements to the QBI deduction, higher SALT deductions, and other items, provide an opportunity to maximize tax benefits.
Tax professionals must be aware of key tax rules under current tax law as they relate to business income tax planning and avoid potential pitfalls relating to timing issues, changes to certain deduction limits, and compliance requirements.
Listen as our panel discusses key provisions under the OBBBA, bonus depreciation, R&D deductions, cost segregation, and other items and their impact on business tax planning.
Presented By
Mr. Geiger works with the company's Tax Process Consulting Group and has more than 25 years of experience with income, sales and use and other taxes, with particular expertise in tax appeals, audit controversies and reverse audits. He also has experience with taxation of P-card purchases. In addition he has worked in tax compliance for corporations and for public accounting firms.
Mr. Spiro chairs the firm's Tax group, where his practice focuses on providing federal and state tax advice in connection with domestic and international transactions, including hedge and private equity fund formations, mergers and acquisitions, and debt and equity financings and restructurings. A frequent author and speaker, Mr. Spiro has particular expertise in complex partnership taxation, the use of qualified small business stock in acquisitive transactions, and the structuring and modification of financial instruments.
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This 90-minute webinar is eligible in most states for 1.5 CLE credits.
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CPE credit is not available on recordings.
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BARBRI is a NASBA CPE sponsor and this 90-minute webinar is accredited for 1.5 CPE credits.
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BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).
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Date + Time
- event
Thursday, March 5, 2026
- schedule
1:00 p.m. ET./10:00 a.m. PT
I. Impact of OBBBA on business tax planning
II. Pass-through entities: opportunities and challenges
III. C corps: opportunities and challenges
IV. Planning techniques and pitfalls to avoid
V. Tax reporting and compliance
The panel will discuss these and other key issues:
- Impact of OBBBA on business income tax planning
- Key tax provisions and planning for pass-through entities
- Tax planning challenges for C corps in light of new QSBS provisions
- Utilizing bonus depreciation, cost segregation, R&D tax credit, and other key tax provisions to maximize tax benefits
- Tax compliance and best practices for taxpayers
Learning Objectives
After completing this course, you will be able to:
- Decide how OBBBA impacted the 199A deduction
- Ascertain how to maximize the 20% QBI deduction
- Understand key tax provisions impacting C corps and QSBS
- Ascertain business income tax planning methods available under the OBBBA
- Ascertain how to avoid adverse tax consequences stemming from timing issues, limitation changes, and compliance requirements under the OBBBA
- Field of Study: Taxes
- Level of Knowledge: Intermediate
- Advance Preparation: None
- Teaching Method: Seminar/Lecture
- Delivery Method: Group-Internet (via computer)
- Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
- Prerequisite:
Three years+ business or public firm experience at mid-level within the organization, preparing complex tax forms and schedules; supervisory authority over other preparers/accountants. Specific knowledge and understanding of partnership tax rules, corporate structure, tax treatment of allocations and deductions, and partnership audit regulations.
BARBRI, 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 Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.
BARBRI is an IRS-approved continuing education provider offering certified courses for Enrolled Agents (EA) and Tax Return Preparers (RTRP).
BARBRI CE webinars-powered by Barbri-are backed by our 100% unconditional money-back guarantee: If you are not satisfied with any of our products, simply let us know and get a full refund. Contact us at 1-800-926-7926 .
Related Courses
2026 Business Income Tax Planning: Key OBBBA Provisions and Strategies for Tax Counsel
Thursday, March 5, 2026
1:00 p.m. ET./10:00 a.m. PT
Tax Fundamentals of Pass-Through Entities: Key Tax Provisions, Limitations, and Compliance
Thursday, January 29, 2026
1:00 p.m. ET./10:00 a.m. PT
