
Courses
Format Options
Courses in this series are offered as:
- Self-Study (complete courses on your schedule)
- Live Online Webinar (live interaction with expert instructor)
Not Finding What You're Looking For?

Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you’ll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts.
Part 1: Unpacks key changes including extended TCJA rate cuts, a larger standard deduction, expanded Child Tax Credit, and AMT adjustments
Part 2: Explores how the One Big Beautiful Bill reshapes business and estate tax planning, including updates to bonus depreciation, Section 179, QBI rules, and R&D expensing, as well as the introduction of Trump and MAGA retirement accounts
Part 3: Examines the introduction of MAGA accounts under the One Big Beautiful Bill (P.L. 119-21) and their impact on retirement and long-term financial planning

Courses
Format Options
Courses in this series are offered as:

Webinars
CE Credit
Webinars in the Beyond the Headlines: The One Big Beautiful Bill are eligible for continuing education (CE) credit for the following: