6 OBBBA-Specific Year-End Planning Opportunities You Should Prioritize

RELATED CONTENT

5 Essential Fall Planning Items to Tackle Now

Time is of the essence. As we move into the fall, it is time to work with clients to maximize their ability to take advantage of new tax provisions. Here are five key areas to explore starting now.

What the OBBBA Means for High-Net-Worth Clients

The OBBBA contains significant tax changes that can benefit high-net-worth clients. But some of the provisions have complications that require careful planning. Start helping HNW clients now to take advantage of the changes.

The OBBBA’s Permanent vs. Temporary Tax Changes: A Cheat Sheet

New tax provisions ushered in by the One Big Beautiful Bill Act are likely to affect many of your clients. Some of the provisions are permanent. Some disappear. Use this guide to provide timing clarity as you help clients with their tax planning.

The New SALT Deduction Cap: Expanded Relief, Hidden Risks, and Planning Strategies

The One Big Beautiful Bill Act can save some people significant money by raising the deduction cap for state and local taxes. But, the provisions contain important wrinkles that can hurt some high-income taxpayers. Start working now with clients who may need help navigating the changes.