2025 OBBBA Tax Update: Individual and Business
San Diego Chapter Virtual Meeting

Date/Time - Not our usual Thursday!:

Thursday, November 13, 2025
4:00 to 6:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Topic:

This course will provide a detailed analysis of provisions contained in OBBBA which will take affect for tax year 2025 and beyond. In addition to hot topics, No Tax on Tips, No Tax on Overtime, and No Tax on Car loan Interest, we'll discuss changes to standard deductions, the new $6,000 exemption for seniors, increases for the child tax credit, child care credit, and more. .On the deduction side, the increased SALT deduction, charitable contributions for non-itemizers, plus a new credit for certain charitable contributions. We'll review the timeline for terminating energy credits, plus business provisions for QBI, the R & D credit, depreciation, etc.
Learning Objectives:
1. Review provisions for 2025 OBBBA.
2. Learn expected rules and processes for implementing any new tax law changes.
3. Develop up-to-date 2025 tax planning moves for your individual and business clients.
4. Understand potential open issues related to OBBBA and expected resolutions.

Presenter:

Jane Ryder, EA, CPA
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income taxes, business compliance, and accounting topics. Jane has a business-centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance-related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the Internal Revenue Service as an Enrolled Agent.

CPE Information:

2 Federal Tax Update hour(s) (Topics covering new tax law)

IRS: 18QC1-U-02210-25-O
CTEC: 1000-CE-05690

Knowledge Level: Advanced (More experienced)

Cost:

Member Registration Fee: $20
Non-Member Registration Fee: $50

Registration:

Cancellation and Refund Policy:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.