Breaking News: Tax Planning Opportunities Under The New "One Big Beautiful Bill Act”

The “One Big Beautiful Bill Act” (OBBBA), which was signed into law on July 4, 2025, put to rest years of uncertainty over whether the tax rules created by the Tax Cuts and Jobs Act of 2017 would be extended or allowed to sunset at the end of 2025. At the same time, however, it also includes a host of new provisions that will introduce new planning considerations for clients of financial advisors.
In this webinar, Kitces Lead Planning Nerd Jeff Levine and Senior Financial Planning Nerd Ben Henry-Moreland will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that your clients can implement now that the law is finalized. covering the OBBBA’s tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, new 529 plan eligible expenses, and more!

In this webinar, advisors will learn how to:
- Summarize the provisions of the TCJA of 2017 that are extended by the OBBBA
- Describe the new tax provisions that were introduced by the OBBBA
- Detail which provisions of OBBBA are intended to be permanent, and which are set to expire
- Evaluate the impact of the new law on their clients' tax situations
- Develop tax planning strategies to address the OBBBA's short- and long-term tax implications

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.