BMSS, LLC

BMSS Presents: The OBBBA & Year-End Tax Planning - What Individuals Need to Know
2025-10-28 08:30 - 10:00 (America/Chicago)
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
