When major legislation like the One Big Beautiful Bill Act of 2025 (OBBBA) becomes law, it doesn’t take long for the questions to start rolling in from both clients and advisors.

"How does this impact Roth conversions?"

"Will the new deduction apply to my 67-year-old clients?"

"How do I explain this in plain English?"

As a practicing advisor myself, I know how critical it is to get your arms around legislative changes quickly, and be able to communicate those changes clearly to clients.

That’s why we created OBBBA Bite‑Sized Insights.

▶️ Watch the first episode here.

What Is OBBBA Bite‑Sized Insights?

This new video series breaks down the most impactful provisions of OBBBA into short, focused episodes. Each one is just a few minutes long and gives you a clear, concise explanation of what’s changed, why it matters, and how it could affect your planning strategies.

No fluff. No filler. Just the facts and implications you need to advise with confidence.

Why Bite-Sized?

When laws change, we all want to understand the big picture. But we also need to zoom in on what each provision really means for the people we serve.

OBBBA Bite‑Sized Insights is designed to give you just enough context to make smart decisions, start meaningful conversations, and model strategies in your Covisum software. It’s the exact kind of resource I wish I had when I was sorting through the early days of the TCJA.

First Topic: The Temporary Senior Deduction

In our first episode, we look at a new provision that offers an additional $6,000 deduction for taxpayers age 65+ starting in 2025. It’s a great planning opportunity—but it comes with an AGI-based phaseout and a sunset provision that makes timing and being mindful of interactions critical.  

Here’s why it matters:

  • It can directly impact Roth conversion strategies

  • It changes how you evaluate withdrawal sequences

  • It adds nuance to Social Security and Medicare timing conversations

These are the types of real-world planning issues we work through with clients every day—and this series is built to help you do the same.

▶️ Watch the first episode here. 

More Episodes Coming Soon

We’ll continue releasing new insights as more advisors dig into the law. Get email updates as new episodes are released by signing up here. Upcoming topics include:

  • TCJA bracket permanency and bracket strategy shifts

  • Expanded QBI deduction

  • SALT cap revisions and phaseouts

  • And more...

Every episode will align with Covisum software updates, so you can model before-and-after scenarios with clarity.

Let’s Navigate This Together

The reality is, legislation like OBBBA creates both complexity and opportunity. At Covisum, we’re committed to helping you navigate that complexity with clarity through software, practical education, and peer-driven conversations. Sign up here to get notified when I release the next video in our OBBBA Bite‑Sized series.

OBBBA Bite‑Sized Insights is just one more way we’re supporting you.

 

 

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