AMR Team Webinar | Turning Tax Changes Into Planning Opportunities: A Guide to the OBBBA & More скачать в хорошем качестве

AMR Team Webinar | Turning Tax Changes Into Planning Opportunities: A Guide to the OBBBA & More

In this informative webinar, tax experts Chris Boyd and Russ Ball guided viewers through the implications of the recent One Big Beautiful Bill (OBBBA) legislation on tax planning. Key topics included the significant changes to estate tax thresholds, income tax brackets, and standard deductions, as well as specific strategies for navigating deductions available to seniors over 65. The AMR Team emphasized the importance of proactive tax planning, particularly through opportunities like Roth conversions and the use of qualified opportunity zones. We also discussed complexities surrounding capital gains tax in relation to concentrated stock positions and provided insights into effective strategies for charitable giving and tax loss harvesting. Viewers were encouraged to think about their financial futures and take advantage of temporary tax benefits before changes are potentially enacted in the future.