Unlocking Financial Planning Opportunities Under OBBBA

Watch our Private Client Services (PCS) on-demand webinar to learn about financial planning and tax management opportunities that have emerged following the enactment of the new tax law.

We discussed: 

• Overview of the One Big Beautiful Bill Act and its implications for planning
• Financial planning strategies under the new tax law, including:
  • Donor-advised funds: How to set up and use donor-advised funds to enhance charitable contributions and receive immediate tax benefits
  • Estate planning: Strategies to manage estate taxes and be sure your assets are distributed according to your wishes
  • Retirement planning: Adjustments to retirement savings plans to take advantage of new tax incentives
  • Investment opportunities: Identifying tax-efficient investment options that align with the new law
  • Income tax planning: Strategies to manage tax liabilities for families and businesses
  • Tax-loss harvesting: Strategies to offset capital gains with losses to reduce taxable income
• Steps to take before the end of the year to enhance benefits