OBBBA Changes and Planning Opportunities
What You'll Learn
The Form 1040 is not just a tax return—it is a powerful diagnostic tool that reveals a client’s financial situation and creates opportunities for proactive planning. In this webinar, CPA, CFP®, and Enrolled Agent Lawrence Pon will guide advisors and tax professionals through a detailed review of…
Tom Dickson
Financial Experts Network
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The Form 1040 is not just a tax return—it is a powerful diagnostic tool that reveals a client’s financial situation and creates opportunities for proactive planning. In this webinar, CPA, CFP®, and Enrolled Agent Lawrence Pon will guide advisors and tax professionals through a detailed review of Form 1040 and its schedules, showing how to uncover planning strategies in areas such as retirement savings, charitable giving, investment management, and estate planning.
This session will also address new planning opportunities and challenges introduced by the Omnibus Budget Bill of 2025 (OBBBA). Key provisions of the OBBBA—ranging from retirement account changes to expanded credits and deduction adjustments—are directly reflected in the 1040 and influence how advisors interpret tax data. Understanding these updates is essential for integrating tax-aware strategies into client conversations, ensuring that advice remains timely, relevant, and compliant.
By sharpening the ability to read Form 1040 with a planner’s lens, participants will learn how to transform tax compliance documents into actionable insights that strengthen client relationships and drive measurable financial outcomes.
By the end of this session, participants will be able to:
- Recognize how OBBBA provisions affect the 2025 Form 1040 — including changes to retirement accounts, credits, and deductions, and what these mean for client strategies.
- Identify planning opportunities within Form 1040 and key schedules — such as Roth conversions, Qualified Charitable Distributions (QCDs), stock option planning, capital gains and loss harvesting, and Qualified Small Business Stock opportunities.
- Evaluate client circumstances holistically using updated tax data — connecting filing status, dependents, insurance, and estate considerations with the latest legislative changes to provide more comprehensive planning recommendations.
*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, EA and RICP. CPA members will earn 2.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) 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 credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.