
The Treasury Department has issued many Proposed Regulations since the enactment of OBBBA. However, none have gone final and some are still open for comments.We will go into a quick review of the recent Proposed Regulations issued by the Treasury regarding the OBBBA provisions. This includes No Tax on Car Loan Interest, Trump Accounts, No Tax on Tips, and No Tax on Overtime.
Spoiler alert: The Proposed Regulations to the Trump Accounts do not resolve any of our unanswered questions such as the Gift Tax return issue for the $5K contributions.
This may be one of the many Technical Corrections to OBBBA.
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*Self-Study recording not available for NASBA CPE credit.
IRS Program #: TBD
CTEC Course #: TBD

Larry has been a tax professional since 1986 with a tax planning, preparation, and representation practice in Redwood Shores, CA. Larry enjoys speaking about tax to tax and financial planning professionals. Larry received his BS in Business Administration with emphases in Accounting and Finance from UC Berkeley and MS in Taxation from Golden Gate University.
2 IRS CE/CTEC/NASBA CPE*
The Treasury Department has issued many Proposed Regulations since the enactment of OBBBA. However, none have gone final and some are still open for comments.We will go into a quick review of the recent Proposed Regulations issued by the Treasury regarding the OBBBA provisions. This includes No Tax on Car Loan Interest, Trump Accounts, No Tax on Tips, and No Tax on Overtime.
2 IRS/2 CTEC/NASBA CPE Available
This webinar (Part 2 of a 3-part research methodology series) teaches tax professionals how to evaluate information effectively, assess the credibility of online and paid resources, apply Circular 230 standards for accuracy, and leverage AI tools and prompt engineering for reliable research outcomes.
No CE Offered
This webinar reviews recent developments in DOJ tax enforcement, including the new Voluntary Disclosure program, CI investigation case studies, restitution in sentencing, scams like romance fraud, and updates from the SACS.
2 IRS/2 CTEC/NASBA CPE Available
This first part of a 3-part research methodology series teaches tax professionals how to parse questions, build effective search strings using Boolean logic, evaluate free and paid resources, and explore AI-assisted research with an introduction to prompt engineering.
2 IRS CE/2 NASBA CPE*
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3 IRS CE/3 CTEC/3 NASBA CPE
Stay current on key 2025 federal tax changes with this webinar, covering updates, compliance requirements, and planning strategies for tax professionals.
1 NASBA CPE (NO IRS CE)
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2 IRS CE/2 CTEC/2 NASBA CPE
This webinar covers strategic tax planning for Pass-Through Entity Tax (PTET) in the post-OBBBA landscape, helping professionals optimize compliance, deductions, and client outcomes.
NASBA CPE
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2 IRS CE/2 CTEC/2 NASBA CPE
This webinar equips tax professionals with strategies for optimizing retirement planning, covering tax-efficient distributions, account management, and compliance best practices.