MYCPE ONE

Advanced Training in OBBBA Tax Credits & Incentives

Modern Incentives, Smarter Tax Credit Strategies

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Published on March, 2026
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Multiple

Qualifications 

9

Credits

9 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

Advanced Training in OBBBA Tax Credits & Incentives equips tax professionals, CPAs, and enrolled agents with practical knowledge of new and expanded federal tax benefits. Covering major provisions from the Opportunity, Business, and Better Budget Act (OBBBA), this program dives into R&D credits, electric vehicle and energy incentives, personal and dependent care credits, and business deduction updates. Each module explains eligibility, quantification, and compliance documentation in plain language. By completing this training, participants will gain actionable insight into maximizing tax efficiency, strengthening advisory value, and applying the OBBBA provisions confidently in Tax filings.

Get Deeper Understanding of:
  • Methodology for determining qualified research expenditures.
  • Relationship between Section 174 and OBBBA R&D.
  • Documenting business innovation for credit substantiation.
  • Compliance process for claiming energy credits.
  • Credit transferability and monetization for clean energy.
Recommended For:
  • CPAs, EAs, and licensed tax professionals seeking advanced expertise in applying OBBBA credits, deductions, and energy incentives across individual and business tax returns.
  • Tax practitioners, compliance advisors, and consultants aiming to understand evolving credit frameworks and optimize taxpayer eligibility under OBBBA.
  • Individuals interested in U.S. tax reform and looking to strengthen their ability to interpret new tax legislation, advisory opportunities, and compliance standards.
Resources included
  • Handout PDFs for Every Module
  • Glossary/Key Terms for Every Module
  • Q&A Directly with Instructors

Courses

OBBBA Electric Vehicle and Energy Tax CreditsIntroduction to R&D Tax Credit Rules under OBBBA: Part 1R&D Tax Credit for Qualification and Quantification under OBBBA: Part 2Tax Incentive Update: New Opportunities from the Tax BillOBBBA Child Tax Credit and Earned Income CreditChild and Dependent Care Credit with Form 2441 GuidanceOBBBA Impact on Personal Deductions, Credits, and Loan Discharge
Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02411) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02411) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02929-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss EV credit changes and eligibility limits under OBBB.

  • Analyze credit transfer and energy credit strategies.

  • Differentiate new, used, and commercial EV credit rules.

.

1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02254) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02254) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02779-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify key provisions and evolution of the R&D Tax Credit.

  • Analyze statutory construction, IRS guidance, and case impact.

  • Explore Treasury Regulations shaping R&D credit applications.

1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02255) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02255) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02780-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify qualifying and non-qualifying R&D activities for credits.

  • Analyze calculations, expenses, and governing IRC regulations.

  • Evaluate business impacts of R&D tax credit laws.

1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02414) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02414) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02932-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Evaluate new refund and incentive opportunities under R&D Credit.

  • Analyze updates to bonus depreciation and Section 179.

  • Apply expanded credits and compliance rules for planning.

2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344734) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02219) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxation for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344734) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02219) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02732-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxation for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Discuss OBBB updates to family and dependent tax credits.

  • Analyze eligibility, income thresholds, and due diligence rules.

  • Apply updated credit provisions to taxpayer compliance scenarios.

2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344690) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02300) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344690) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02300) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 2 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02814-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Identify qualifying persons, expenses, and eligibility tests for credits.

  • Differentiate qualifying costs and analyze dependent care benefits.

  • Explain earned income rules and upcoming OBBB credit changes.

1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02210) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02210) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02723-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Evaluate SALT cap revisions and related deduction changes.

  • Analyze impacts on interest, moving, and loss deductions.

  • Explain OBBB updates to personal credits and loan discharge.


* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Ian Williams

Ian Williams

Principal, KBKG

Ian Williams is a Director at KBKG, specializing in Research & Development tax credits. With over a decade of experience at PwC, he developed expertise in R&D tax credits and fixed asset studies across multiple industries, including software, aerospace, heavy manufacturing, automotive, and consumer products. He is also highly experienced in defending credit claims before the IRS. Ian holds both bachelor’s and master’s degrees in Accounting from Samford University, is a licensed CPA in Georgia, and a proud member of the AICPA.


Outside of work, Ian enjoys traveling with his wife, Brittany, and their bulldogs, Guinness and Stella. A dedicated Atlanta Falcons and Atlanta United supporter, he also has a passion for discovering new restaurants wherever he goes.

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Top Tax Speaker | Jason Dinesen

Jason Dinesen

President, Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

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Les Bryson

Les Bryson

Founder, Probity Tax Recovery

Les Bryson is a Partner at MSC, overseeing education, awareness, and operations for the Specialty Tax Credits & Incentives service line. With nearly 20 years in the tax industry, Les has managed thousands of tax credit studies across diverse industries. He founded Probity Tax Recovery in 2018, later acquired by MSC in 2024. Les’s scientific background as a chemist shapes his problem-solving approach to complex tax matters, guiding clients through intricate tax codes.


Les earned his Bachelor of Science from Rice University and is active in the American Chemical Society and on Houston’s Council on Recovery’s advisory board, blending scientific and consulting expertise.

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Lynn Fountain

Lynn Fountain

Owner, Lynn Fountain Consulting and Training

Lynn Fountain has over 39 years of experience spanning public accounting, corporate accounting and consulting. 20 years of her experience has been working in the areas of internal and external auditing and risk management. She is a subject matter expert in multiple fields including internal audit, ethics, fraud evaluations, Sarbanes-Oxley, enterprise risk management, governance, financial management and compliance.  Lynn has held two Chief Audit Executive (CAE) positions for international companies.   In one of her roles as CAE, she assisted in the investigation of a multi-million-dollar fraud scheme perpetrated by a vendor that spanned 7 years and implicated 20 employees.  The fraud was formally investigation by the FBI and resulted in 5 indictments estimating a $13M fraud loss.

Ms. Fountain is currently engaged in her own consulting and training practice.  She has successfully executed on several consulting assignments spanning areas of accounting, risk, ERM and internal audit.  She is a highly sought-after trainer and international speaker and has produced hundreds of courses delivered through seminars, conferences and on-demand training.  She is the author of three separate technical books.  

  • Raise the Red Flag – The Internal Auditors Guide to Fraud Evaluations”.
  • Leading the Internal Audit Function
  • Ethics and the Internal Auditor’s Dilemma

Ms. Fountain obtained her BSBA from Pittsburg State University and her MBA from Washburn University in Kansas. She has her CPA, CGMA, CRMA credentials. 


More...

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Frequently Asked Questions

This training covers key OBBBA provisions impacting both individuals and businesses. Participants will explore R&D qualification and quantification, electric vehicle and energy efficiency credits, personal and dependent care credits, and updates to deductions and loan forgiveness programs. Each module focuses on understanding eligibility, calculating credit amounts, and maintaining compliance with IRS documentation and audit standards.

This training helps professionals confidently apply new OBBBA rules. You’ll learn how to identify qualified activities and expenses, assess client eligibility, and implement documentation strategies that align with IRS and Treasury standards. By mastering these credit programs, you’ll enhance advisory accuracy, maximize client benefits, and strengthen your position as a trusted tax professional in an evolving policy landscape.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.