Beyond the Headlines: OBBBA Planning Impact

Join us for a timely discussion unpacking the One Big Beautiful Bill Act (OBBBA) and how it may impact your wealth and financial strategy. Our team will highlight key provisions from the bill and share practical insights on how they could affect your wealth planning decisions across taxes, investments, and estate strategies.

Topics will include:

• Enhanced SALT deductions planning implications
• Updates to Opportunity Zone (OZ) programs and what they mean for investors
• New tax deductions for individuals over 65, including implications for Social Security
• Enhancements to Qualified Small Business Stock (QSBS) and how they could benefit business owners and founders
• A closer look at estate tax planning implications

Whether you’re focused on tax efficiency, long-term planning, or preserving generational wealth, this session will provide actionable takeaways tailored to the evolving legislative landscape.

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