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One Year of Navigating the OBBBA with AI

Andrew Reiter Senior manager - state and local tax, Blue J

As we reach the one-year mark of the signing of the One Big Beautiful Bill Act (OBBBA), this session explores the ongoing impact of this legislation on the tax landscape. Beyond the changes brought about by the OBBBA itself, we’ll also investigate the ways in which AI-powered tax research helped tax practitioners adapt to these changes. From enabling tax practitioners to quickly get up to speed on OBBBA’s contents to helping them proactively keep clients informed, AI-powered tax research played a critical role in facilitating this transition.

This session is sponsored content by Blue J.

Objectives

Upon completion of this session, you will be able to:

  • Summarize what happened with the OBBBA since its signing
  • Analyze similar legislative changes faster and with more context
  • Outline the importance of customizing tax research based on client-specific factors
  • Plan a proactive client communication strategy for tax changes
  • Translate tax law changes into actionable client guidance

CPE

Governing body CPE credits Designation Field of study
IRS 1 AFSP Federal Tax Law Topic
IRS 1 EA Federal Tax Law Topic
NASBA 1 CPA Taxes
CTEC 1 CRTP Federal Tax Law Topic
CFP Board 1 CFP® N/A

Details

Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Feel the sizzle of what’s next.