One Big Beautiful Bill Act Changes

Presented by Joe Elsasser, CFP^® | Founder of Covisum and Practicing Financial Advisor

The One Big Beautiful Bill Act of 2025 (OBBBA) is now law, reshaping key tax provisions just as parts of the Tax Cuts and Jobs Act were set to expire. These changes create both opportunities and challenges for retirement and tax planning.

In this webinar, we highlighted the most impactful provisions and show how to clearly communicate them to clients. We also previewed how Tax Clarity®, Income InSight®, and seminar materials will incorporate these updates.

You’ll learn:

• What “permanent” tax brackets really mean for your clients.
• How the Temporary Senior Tax Deduction impacts Roth conversions and withdrawals.
• Updates to SALT caps, QBI deductions, Child Tax Credit, and AMT relief.
• Which TCJA provisions are expiring—and what to watch for next.

For Advisor Use Only - Not intended for the general public.