Beyond the Headlines: OBBBA Planning Impact

Watch the Webinar: Understanding the One Big Beautiful Bill Act (OBBBA) and Its Impact on Your Wealth Strategy

In this timely and informative session, our team breaks down the key provisions of the One Big Beautiful Bill Act (OBBBA) and explores how the legislation could influence your financial strategy. From tax planning to investment and estate considerations, we share practical insights to help you navigate the evolving landscape with clarity and confidence.

Topics covered include:

• Enhanced SALT deduction planning strategies
• Updates to Opportunity Zone (OZ) programs
• New tax deductions for individuals over 65 and Social Security implications
• Qualified Small Business Stock (QSBS) enhancements for business owners and founders
• Estate tax planning implications

Whether you're optimizing for tax efficiency or preparing for long-term wealth preservation, this webinar offers clear, actionable guidance to support your goals.