Program Overview
September 10, 2025| 6:00 pm - 8:30 PM, Pacific | In Person
Hosted by Palomar Chapter
Speaker Jane Ryder, EA, CPA
Description
This course will provide a detailed analysis of provisions contained in the OBBB which will take affect for tax year 2025. In addition to hot topics, No Tax on Tips, No Tax on Overtime, and No Tax on Car loan Interest, we'll discuss changes to standard deductions, the new $6,000 exemption for seniors, increases for the child tax credit, childcare credit, and more. On the deduction side, the increased SALT deduction, charitable contributions for non-itemizers, plus a new credit for certain charitable contributions. We'll review the timeline for terminating energy credits, plus business provisions for QBI, the R & D credit, depreciation, etc.
Learning Objectives
1) Review current 2025 provisions for OBBB.
2) Learn expected rules and processes for implementing any new tax law changes.
3) Develop up-to-date 2025 tax planning moves for your individual and business clients.
4) Understand potential open issues related to OBBB and expected resolutions.
Learning Level Basic
Prerequisites & Advance Preparation None
Continuing Education
IRS: 2 hours Fed Tax Law Update | CTEC: 2 hours Fed Tax Law Update | CA Bar: 1.75 hours Taxation Law| CPA CA: 2 hours Taxes (Self-Reporting)
Pricing
Member: $45 | Non-Member: $55
In-Person Details
Cocina del Charro
890 W Valley Pkwy, Escondido, CA 92025
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)
Menu offerings.
Three different combination (including rice & beans) plates:
(1) Beef taco & Cheese enchilada.
(2) 2 Cheese enchiladas.
(3) Cheese enchilada & Chili relleno or
(4) Chicken Caesar Salad option.
Agenda:
- 5:30: Sign In, Meet & Greet
- 6:00: Education Program Begins
- 7:00: Dinner
- 8:30: Education Program Ends
Cancellation/Refund Policies
Please contact the host Chapter at palomar@csea.org for refund/cancellation policies related to this event.