MYCPE ONE

Year-End Tax Planning Strategies Under OBBBA 0.5 Credit

Year-End Tax Planning Strategies Under OBBBA 0.5 Credit

  • Jackie Meyer

    | CPA (US), CCTA

  • Rating

    4.6

  • Published on

    December, 2025

  • Subject Area

    Taxes

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Discuss strategies to leverage 100% bonus depreciation while avoiding timing traps.
  • Identify opportunities to capitalize on the permanent QBI deduction effectively.
  • Analyze QSBS provisions allowing up to $15 million in tax-free gains.
  • Explain how entity structure timing impacts qualification for key tax incentives.
  • Explore ways to stack federal and state opportunities while managing audit risk.

Course Overview

Tax reform is back in the spotlight and this time, it’s bigger, bolder, and packed with opportunities for those who know where to look. The One Big Beautiful Bill Act (OBBBA) has reshaped key provisions across business deductions, capital gains, and IRS enforcement, leaving advisors and taxpayers racing to keep up. But beneath the political buzz lies a goldmine of strategic tax moves waiting to be unlocked before year-end.

In this engaging CE session, Dr. Jackie Meyer breaks down the most profitable sections of OBBBA with a focus on timing, structure, and long-term value creation. You’ll explore how to leverage powerful deductions, optimize income preservation, and use newly enhanced incentives to help clients minimize taxes and boost after-tax wealth. Whether you’re working with individuals, pass-throughs, or corporations, this course offers practical, high-ROI guidance you can apply right away.

Major Topics:

  • Bonus Depreciation Strategies
  • QBI Deduction Optimization
  • QSBS Rule Enhancements
  • Federal-State Tax Stacking
  • Audit Risk Management

Packed with expert insights and real-world examples, this CE session translates complex legislation into clear, actionable strategies. Join now to walk away with a year-end checklist of “power moves” that help clients stay compliant, reduce audit risk, and seize every advantage under OBBBA.

For more IRS CE Courses, Click here.

On Demand Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Approved

Additional Information

Credits

0.5

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC 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.

Dive into the world of CPA CPE Courses with MY-CPE ONE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today! 

About Instructor

Jackie Meyer is a recognized leader in tax advisory and practice management, known for helping accounting firms transition from compliance-driven services to profitable, value-based advisory models. She is the founder and CEO of TaxPlanIQ, a game-changing tax planning software that has been widely adopted by CPAs and tax professionals to implement proactive, high-value tax strategies. By streamlining tax planning, TaxPlanIQ has enabled firms to enhance client value, increase firm profitability, and optimize tax savings more effectively than ever before.

As the former owner of Meyer Tax Consulting, Jackie worked extensively with firms across the U.S., specializing in concierge tax planning and strategy. She is an AICPA 40 Under 40 honoree and an industry influencer, known for her expertise in value-based pricing, leadership coaching, and firm scalability. Beyond her software and consulting work, she is a highly sought-after speaker, educator, and advocate for work-life balance in the accounting profession.

Jackie’s passion for innovation extends beyond software - she is dedicated to reshaping the future of accounting by equipping professionals with the right tools, strategies, and mindset to thrive in an evolving industry. She has served on various AICPA committees, including the Practice Management and WOW Committees, and was part of the AICPA Accelerator Program in 2023.

She also hosts “The Concierge CPA” podcast, where she shares insights on tax advisory, firm management, and industry trends. Holding a Doctorate in Leadership, Jackie brings a unique perspective on firm growth and cultural transformation, helping firms prevent burnout while maximizing efficiency.

Through TaxPlanIQ, coaching, and speaking engagements, Jackie continues to empower CPAs and firm owners with the knowledge and technology to scale smarter and build sustainable, high-impact tax advisory practices.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (73%)

Very Good (20%)

Average (7%)

Poor

Terrible

SH

Stephen Hartfield, CPA (US)

5

This is my first webinar with Dr. Meyer. Even though she said that she was under the weather, she gave a very lively performance. Looking forward to more of her webinars.

ST

Samantha Tew, CPA (US)

5

Short, sweet and to the point. I love how you connected strategy to application.

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Year End Tax Planning Strategies

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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