AICPA H.R. 1 Learning Solutions

Leveraging expertise from the accounting profession, the H.R. 1 MasterClass Series delivers provision-by-provision deep dives and practical financial planning and tax strategies to elevate your client conversations. It bundles together the PFP MasterClass Series and the Tax MasterClass Series into one complete learning solution.

The PFP MasterClass Series provides 7 CPE credits, and the Tax MasterClass Series offers 10 CPE credits. Both bundles include a large discounts compared to purchasing their underlying stand-alone courses separately.

By bundling both series together, you’ll receive an additional 13% discount over the bundle discounts bought separately, gain 15 CPE credits, acquire access to all live and pre-recorded sessions, and enjoy expert instruction across every critical provision — from SALT caps and entity choice to estate planning and charitable tax strategies.

The H.R. 1 PFP MasterClass Series bundle translates complex legislation into real-world planning tactics. Led by 9 experienced tax and financial planning professionals, this 5-session MasterClass opens with a discussion on effective dates and client segment impacts to help you prioritize your approach. Then it dives deep on managing income levels with various phaseout rules, charitable and trust planning, estate planning and ends with a variety of “hidden gems” in the bill like education planning impacts, and much more.

Get the practical tools you need to tailor advice by client type, effective dates, and planning needs — all in just 7 hours of CPE.

Courses:

H.R. 1 PFP MasterClass Series bundle consists of the following sessions:

• Who, When & Why It Matters: Navigating H.R. 1 Timeline & Impacts — 1 CPE credit

  • August 14 at 1pm ET

  • October 21 (rebroadcast) at 1pm ET

  • December 1 (rebroadcast) at 11am ET

• Strategic Income Management for Client Success — 1.5 CPE credits

  • August 18 at 12:30pm ET

  • December 2 (rebroadcast) at 11am ET

• Post H.R. 1 Charitable and Trust Planning Strategies — 2 CPE credits

  • August 26 at 11:30am ET

  • December 3 (rebroadcast) at 11am ET

• Rethinking Estate Planning After H.R. 1 for CPAs and Advisors — 1.5 CPE credits

  • September 4 at 1pm ET

  • December 4 (rebroadcast) at 11am ET

• H.R. 1’s Hidden Gems: Planning Essentials Beyond the Headlines — 1 CPE credit

  • September 11 at 1pm ET

  • November 14 (rebroadcast) at 11am ET

  • December 5 (rebroadcast) at 11am ET

Faculty:

• Chris Benson, CPA/PFS

• Marianela Collado, CPA/PFS, CFP®, CDS®

• Mark Gallegos, CPA, MST

• Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)

• Annette Nellen, CPA, CGMA, Esq.

• Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax

• Martin M. Shenkman, CPA, MBA, PFS, AEP(Distinguished), JD

• Steven Siegel, JD, LLM

• Julie A. Welch (Runtz), CPA, PFS, CFP®

The H.R. 1 Tax MasterClass Series bundle offers deep dives into the most consequential changes for individual, business and international tax provisions. Learn directly from experienced CPAs and advisors how to navigate state and local tax (SALT) cap changes, qualified business income (QBI) deductions, compliance shifts, “Trump accounts” and cross-border rules.

The series kicks off with a session on tax provision effective dates and client segment impacts — helping you prioritize your approach before diving into the most critical topics.

Whether you're preparing returns, managing advisory teams or guiding clients through entity choices, this ten-hour series will equip you with the clarity and confidence to lead in a rapidly changing environment.

Courses:

H.R. 1 Tax MasterClass Series bundle consists of the following sessions:

• Who, When & Why It Matters: Navigating H.R. 1 Timeline & Impacts — 1 CPE credit

  • August 14 at 1pm ET

  • October 21 (rebroadcast) at 1pm ET

  • December 1 (rebroadcast) at 11am ET

• From Brackets to Benefits: H.R. 1 Individual Tax Deep Dive — 3.5 CPE credits

  • October 23, 11:30am ET

• H.R. 1 and the Road Ahead: Emerging Business Tax Considerations — 3.5 CPE credits

  • October 27 at 12pm ET

• Beyond Borders: Navigating H.R. 1’s New International Tax Rules — 1 CPE credit

  • November 4 at 1pm ET

• H.R. 1’s Hidden Gems: Planning Essentials Beyond the Headlines — 1 CPE credit

  • September 11 at 1pm ET

  • November 14 at 1pm (rebroadcast) at 1pm ET

  • December 5 (rebroadcast) at 11am ET

Faculty:

• Jeff Driesen, JD

• Mark Gallegos, CPA, MST

• JP Gregorcy, CPA

• Marty Karamon, JD, LLM

• Vivian Kohrs, CPA

• Glenn LeMieux

• Andy Mattson, CPA

• David Mohimani

• Brian Myers, CPA

• Annette Nellen CPA, CGMA, Esq.

• Cory Perry, CPA

• Kasey Pittman, CPA

• Deborah Walker, CPA

• Chris Wittich, CPA, MBT

• Jeshua Wright, CPA