Seminar Overview

GEAR UP's director of tax education, Laurie Stillwell, presents an information-packed 2-hour virtual seminar on President Donald Trump's just-passed "One Big Beautiful Bill Act" filled with individual, business, estates, and related tax changes impacting every taxpayer. The session provides targeted analysis of the changes that impact tax planning and management of your individual and business clients, including coverage of SALT, the new Trump retirement plans, child credits, QBI, and more.

There are steps you can take now to help clients minimize tax exposure and maximize tax opportunities. This IS NOT a tax preparation-focused session. Tax application and preparation issues will be explored fully in our fall business entities and 1040 seminars, and all last-minute administrative actions or amendments will be covered at our last minute tax update in January.

Meet Your Presenter:

This session is presented by GEAR UP’s Director of Education, Laurie Stillwell. The course includes important reference aids to insure your mastery of the information and confidence in using it to service your clients.

CPE Credits: 2 CPEs in Taxation

Seminar Fees:

Active Member: $95
Associate Member: $95
Education Member: $95 (when $50 out-of-state membership is paid)
Member Employee: $122 (includes associate membership)
Non-Member: $165

REGISTER HERE: 2025 GEAR UP Tax Analysis and Planning for the OBBBA Seminar

NOTE: To register 4 or more people from your firm, call MTAP at 517-641-7505. Please have each individual’s name, email address, and PTIN (if applicable) on hand before calling.