AICPA H.R. 1 Learning Solutions

Following the passage of H.R. 1, the AICPA developed a comprehensive learning package that leveraged expertise from the accounting profession. The H.R. 1 MasterClass Series was developed to deliver provision-by-provision deep dives and practical financial planning and tax strategies to elevate your client conversations. It bundled together the PFP MasterClass Series and the Tax MasterClass Series into one complete learning solution.

The H.R. 1 PFP MasterClass Series bundle translates complex legislation into real-world planning tactics.

• Strategic Income Management for Client Success — 1.5 CPE credits

  • January 12 (rebroadcast) at 11am ET

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

  • January 13 (rebroadcast) at 11am ET

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

  • January 15 (rebroadcast) at 3:00pm ET

The H.R. 1 Tax MasterClass Series bundle offered 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.

As H.R. 1evolves, MasterClass Plus webcasts can help busy CPAs stay ahead with concise, practical updates that connect directly to client needs and planning decisions.

The first session offers a clear overview of recent IRS guidance and developments shaping 2026 tax planning for individuals and businesses.

• H.R. 1 Master Class Plus: Turning Guidance to Action — 1.5 CPE credits | January 26 | 2pm ET