2025.07.17 Tax and Wealth Planning Insights for the One Big Beautiful Bill Act скачать в хорошем качестве

2025.07.17 Tax and Wealth Planning Insights for the One Big Beautiful Bill Act

We're excited to invite you to an upcoming webinar where our tax planning attorney, Michael Lee, will discuss the recently passed One Big Beautiful Bill Act (OBBBA). This new act, which passed on the Fourth of July, significantly impacts tax policy for families, businesses, and charities. During this session, Michael will provide a detailed analysis of the OBBBA's key tax provisions and highlight associated wealth planning opportunities. He will also offer actionable insights that you can apply to your financial plans. Increase to the Estate and Gift Exemption Increase in State and Local Tax Deduction Limit Increased Standard Deduction and Other Itemized Deductions Qualified Small Business Stock Enhancements Changes to Charitable Deductions 00:00 Introduction 01:33 Disclaimer 01:41 What is the OBBBA? 05:04 Individual Rates & AMT 06:30 Individual State and Local Tax (SALT) Deduction 11:56 Standard Deduction 13:10 Overall Limitation on Itemized Deductions 15:12 Child Tax Credit 16:54 Bonus Deduction for Seniors 18:56 No Tax on Tips / Overtime 25:12 No Tax on Car Loan 27:34 Estate & Gift Tax Exemptions 38:27 Charitable Contributions 40:19 Trump Accounts 45:46 QSBS Expansion 50:30 Ending Words