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As the federal tax landscape continues to shift under the One Big Beautiful Bill Act and its ripple effects, CPAs face a critical moment: how to balance proactive planning with compliance while strengthening their advisory role. In this session, Jerry Hammel and Justin Gephart will present a comprehensive tax year 2025 strategy — integrating legislative updates, planning opportunities, and relational client advising.
Learning Objectives:
By the end of this webinar, attendees will be able to:
-Identify key provisions of OBBB affecting 2025 tax planning
-Evaluate how planning strategies may shift under the new law, including considerations around entity structuring and timing elections
-Analyze case studies illustrating client decisions and assess how to balance competing tax planning priorities
-Recognize early caution flags in client planning scenarios and apply methods to address them proactively
-Apply a relational approach to presenting planning alternatives that strengthens advisory relationships and positions CPAs as strategic partners
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