Tax Planning Under OBBBA

Our clients are now living under the OBBBA and it is important for their advisors to understand the tax law changes and how they impact their clients. We will review the new deductions and if they can help our clients reduce their taxes. We will take a deeper dive into the Qualified Charitable Distribution (QCD) as a way to get around the new limitations in charitable contributions. We have many clients who can benefit from the new rules for Qualified Small Business Stock (QSBS), whether they are employees of start-ups, investors, or small business owners. If there is any new guidance or even new laws, we will also cover those changes for a most up-to-date session.

Learning Objectives:

1. Identify and understand the most relevant tax changes for individuals and tax planning considerations.
2. Review the new rules for qualified small business stock (QSBS) provisions and learn why they are important to our clients who work for start-ups, investors, and business owners.
3. Evaluate when taking advantage of the Qualified Charitable Distribution (QCD) make sense for clients in light of the OBBBA tax changes.