Event Profile

Instructor will then cover corporate tax issues (business structure, section 179 depreciation, bonus depreciation), investments (capital gain/loss issues, and passive activities), real estate issues (personal residence, rentals, home offices, 1031 tax-free exchanges), employer-provided benefits (qualified retirement plans and health savings accounts-HSAs), retirement planning (defined benefit plans), estate planning, and year-end tax strategies.  

The session will conclude with the changes to the tax code, including the One Big Beautiful Bill (OBBB), that impacts businesses and business owners/guarantors.

Learning Objectives:

• Review personal and business tax returns.
• Explore corporate tax issues and investment concepts.
• Identify real estate issues.
• Determine employer provided benefits
• Cover retirement planning strategies and estate planning issues.
• Determine year-end tax strategies.
• Analyze changes to the tax code.

Duration: 90 minutes

Presented live and recorded on 3/18/26.