The 1040 in 2025:
OBBBA Changes and Planning Opportunities
OBBBA Changes and Planning Opportunities
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, September, 9 • ET • 120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors

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…