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BMSS Presents: The OBBBA & Year-End Tax Planning – What Individuals Need to Know

October 28 @ 8:30 am - 10:00 am

As 2025 winds down, it’s crucial for individuals to understand the implications of recent legislative changes and how to optimize their tax strategies before year-end. Join us for a comprehensive webinar exploring The One Big Beautiful Bill Act, a wide-ranging legislative package that could impact individual, estate, and gift tax planning in significant ways.

This webinar will break down the key provisions of the Act and highlight critical tax-saving strategies you should consider before December 31st. Whether you’re a high-income earner, a retiree, a small business owner, or simply someone trying to

make sense of evolving tax law, this webinar will provide the insights you need to prepare with confidence.

Topics will include:

  • A breakdown of The One Big Beautiful Bill Act: What’s included and what it means for you
  • Strategies to minimize your 2025 tax liability
  • Charitable giving, retirement contributions, and other timely planning tactics
  • How to avoid common year-end pitfalls and take advantage of new opportunities
  • Estate & Gift Planning considerations with permanent increase of the basic lifetime & GST exclusions
  • Planning for OBBBA’s impact on fiduciary income tax

Register Here

Details

Date:
October 28
Time:
8:30 am - 10:00 am
Event Category:
Event Tags:
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