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LIVE WEBINAR

OBBBA Changed Everything About 2025 Returns. Here's What You Need to Know Before April 15

Friday, March 27, 2026 | 1pm - 2:30pm EST

Hosted by:

Dr. Jackie Meyer, CPA, President of TaxPlanIQ

Jackie- TPIQ Headshot-Purple Band Yellow Stripes

A free, emergency-style session for tax preparers who want to make sure they're not missing new deductions, credits, and decision points on 2025 returns before the filing deadline.

Register Now

The One Big Beautiful Bill Act didn't just change rates — it created dozens of new decision points hiding inside every 2025 return you file. Bonus depreciation timing. Tips and overtime deductions. A brand new car loan interest deduction. SALT cap changes with income phase-downs. Senior deductions. Energy credit cutoffs. R&D transition rules. Section 163(j) unlocks.

 

Your software won't catch these. Your organizer won't prompt for them. And if you don't intentionally choose, the software will choose for you — usually with the default treatment that leaves money on the table.

 

We heard from hundreds of you that this is the most confusing filing season in years. So we're doing something about it.

 

Join Dr. Jackie Meyer, CPA (founder of TaxPlanIQ) for a no-fluff, provision-by-provision walkthrough of every OBBBA item that impacts 2025 returns — plus an extended live Q&A where you can bring your specific client scenarios.

This Is Not a Recorded Replay. This Is Live.

What You'll Walk Away With:

  • A clear understanding of which OBBBA provisions apply to 2025 returns vs. 2026+ planning

  • The specific questions you should be asking every client before you hit "submit"

  • How to handle the new IRS interpretation on the tips deduction (this one just dropped mid-season)

  • A downloadable OB3 Return Prep Checklist you can use on every return

  • A first look at an AI-powered client questionnaire that surfaces these opportunities automatically


Who Should Attend: Tax preparers, CPAs, EAs, and firm owners who are filing 2025 returns right now and want to make sure nothing falls through the cracks before the deadline.

ALL attendees will receive 2 Free Bonuses:

2025 Return Prep Checklist Mockup (1)

The OBBBA Return Prep Checklist

OBBBA Client Communication Toolkit Mockup (2)

The OBBBA Client Communication Toolkit

Our last OB3 session had 2000+ registrants. This one goes deeper — with live Q&A so you can bring your real client questions.


Friday, March 27, 2026 1:00-2:30 PM EST

YOUR HOST

Jackie- TPIQ Headshot-Purple Band Yellow Stripes

Dr. Jackie Meyer, CPA 

Founder & President, TaxPlanIQ

Jackie grew her firm from $350k to over $900k while cutting her hours, then sold it for 7 figures. She has been on the front lines of OBBBA guidance and was honored as one of the 2025 Most Powerful Women in Accounting by CPA Practice Advisor. This is the live session she has been asked for most.