When: Wednesday, August 20, 2025, 09:00 AM ET
Join us for an informative and engaging webinar where we’ll break down the key elements of the newly enacted One Big Beautiful Bill (OB3)—a sweeping federal tax reform package that introduces over 100 changes affecting individuals, businesses, and estates.
This session will help you understand how the new legislation may impact your financial planning, tax strategy, and compliance obligations. We’ll highlight the most relevant provisions, including updates to deductions, credits, depreciation rules, and estate planning thresholds. You’ll also learn what actions to consider before year-end and how to position yourself or your business for success under the new law. Whether you’re a business owner, investor, or advisor, this webinar will provide clear, actionable insights to help you navigate the new tax landscape with confidence.
Presenters:
- Brett Cubellis, CPA, Shareholder, Tax Advisory, Schneider Downs
- Charlotte Garraway, PMP, EA, Senior Manager, Tax Credits & Incentives, Schneider Downs
- Maggie Gompers Havelka, JD, MBA, Shareholder, Estate & Trust Advisory Services, Schneider Downs
- Janelle Merlo, CPA, CFP®, Shareholder, Tax, Schneider Downs
- Megan Whitlock, CPA, Shareholder, Tax, Schneider Downs
What You’ll Learn:
- Understand the most important changes introduced by the OBBB and how they affect individuals and businesses.
- Gain clarity on the timing, implementation, and expected IRS guidance related to the new legislation.
- Learn strategic planning tips to optimize tax outcomes and ensure compliance under the new rules.
CPE Information
Method: Virtual (ON24)
CPE: 1.5 Hours (Tax)
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
For more information on this event or if you have trouble with registration, contact Lindsay Sherrill.
About Schneider Downs Tax Services
Schneider Downs’ tax advisors have experience and expertise in a wide range of industries, including Automotive, Construction, Real Estate, Manufacturing, Energy & Resources, Higher Education, Not-for-profits, Transportation and others. Our industry knowledge and focus ensure the delivery of technical tax strategies that can be implemented as practical business initiatives.
To learn more, visit our dedicated Tax Services page.