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    Hidden Planning Opportunities Inside OBBBA’s Tax Landscape

    One Big Beautiful Bill Act (OBBBA)

    Hidden Planning Opportunities Inside OBBBA’s Tax Landscape

    When lawmakers call something “permanent,” advisors know better than to take it literally. The One Big Beautiful Bill Act of 2025 (OBBBA) created what looks like a more stable tax structure with locked-in brackets, a revised standard deduction, a new senior deduction, and several changes to itemized deductions.
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    OBBBA Insights for Advisor Study Groups

    One Big Beautiful Bill Act (OBBBA)

    OBBBA Insights for Advisor Study Groups

    on October 9, 2025 | By Jackie Kleckner
    Over the past several months, we’ve heard a consistent request from advisor study groups across the country: Can Joe present on the One Big Beautiful Bill Act (OBBBA) and what it means for our clients?
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