The recently passed One Big Beautiful Bill brings sweeping updates, and financial institutions are right in the middle of the changes. Funding cuts, newly introduced tax-advantaged accounts and expanded financial incentives for the agriculture sector will create a sizable impact on the financial services and banking industry, do you know what your institution’s next steps are?
Anders Banking and Financial Services advisors are hosting a webinar to break down the opportunities and challenges of these new provisions. Advisors will also provide timely advice and insight on how to prepare for the changes ahead.
Get ready to learn:
- Key provisions of the One Big Beautiful Bill Act (OBBB) and who’s impacted.
- Major business tax updates including QBI, bonus depreciation, R&D expensing, and QSBS expansion.
- Important individual changes like the SALT cap increase, enhanced child tax credit, and new deductions for families and workers.
- Estate planning opportunities under the new higher exemption limits.
- Action steps to help you maximize benefits and plan ahead for 2025 and beyond.
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