Virtual Event
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[On-Demand Webinar] OBBBA for Individuals: What It Means for You
August 21
Virtual Event
On-Demand Webinar and Q&A
OBBBA for Individuals: What It Means for You
Insights and Implications You Need to Know
The recently signed One Big Beautiful Bill Act (OBBBA) has brought significant changes to the tax landscape for individuals, including the permanent extension of many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) and new deductions. Understanding these changes is crucial for optimizing your tax planning strategy.
Access the complimentary on-demand recording of our OBBBA series webinar, originally presented on Thursday, August 21. Learn about key action items for 2025 and beyond to maximize tax strategies and savings.
Topics Covered:
- Extended tax cuts and permanent lower individual tax rates.
- Increased standard deduction thresholds.
- Changes to the Child Tax Credit.
- New deductions for tips, overtime pay, car loan interest, and seniors.
- Modifications to itemized deductions, including the State and Local Tax (SALT) deduction limit.
- Estate and gift tax planning considerations.
- Strategies to navigate the evolving tax landscape and minimize your tax liability.
- And more.
Key Takeaways:
- Gain a clear understanding of how the OBBBA impacts your personal finances.
- Learn about potential tax-saving strategies and planning opportunities.
- Get answers to your questions from experienced tax and wealth management professionals.
Who Should View:
- Individuals
- High-income earners
- Privately-held business owners
- Not-for-Profit Executives and Board Members
- Anyone seeking to understand the implications of the OBBBA on their individual tax situation