OBBB Compliance Refresh: Smooth Sailing into Tax Season

Join Dean Dorton for an in-person event designed to help advisors, business owners, and individuals prepare for a successful 2026 tax season.

With evolving regulations, shifting financial considerations, and important deadlines on the horizon, proactive planning and education is essential. Featured speaker Dan Kraft, CPA, Tax Director of Dean Dorton, will walk through key updates, strategic opportunities, and practical steps to take now to minimize risk and optimize tax outcomes.

Topics we’ll cover include:

• Key tax changes and planning considerations
• Strategies for individuals, families, and business owners
• Timing and deduction opportunities to consider
• Updates impacting retirement, estate, and wealth-transfer planning
• What regulatory shifts could mean for your planning approach
• Q&A and open discussion

Date: Thursday, February 12, 2026
Time: 4:00 – 6:00 p.m.
Agenda:

• 4:00 p.m. – Presentation by Dan Kraft, CPA, Tax Director of Dean Dorton
• 5:00 p.m. – Networking with light bites & cocktails

Location:
Hillcrest Country Club
6098 Fall Creek Road
Indianapolis, IN 46220
**Located in the Avalon Ballroom on the third floor

Professional education credit:

Attendees are eligible for one hour of continuing professional education (CPE) or continuing legal education (CLE) credit.

Continuing Professional Education Credits

CPE Credit: Attendees are eligible to receive up to 1 CPE credit.

Participants will:

• Gain an understanding of the One Big Beautiful Bill Act
• Learn about key tax provisions and changes
• Understand key dates for provisions to take effect

Field of study:

• Taxes – 1 credit hour

Prerequisites: None
Who Should Attend: Client service providers, finance professionals and law professionals
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellations:
Because all Dean Dorton Allen Ford, PLLC events are complimentary to all clients, customers, prospects, referrals, and community members, there will be no cancellation fees or refunds if a registrant can no longer attend the event.

If you have questions about the event, complaints, and/or program policies please do not hesitate to contact Sally Fisk.

Dean Dorton is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Disclosure
This event is intended for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. The views expressed by presenters are their own and do not necessarily reflect those of the hosting organization.