NEW GUIDE: OBBBA Summary Guide [August 2025]

The OBBBA introduces sweeping tax changes, and with it, a wave of new planning opportunities.

From expanded deductions to rule changes around income, credits, and student loans, there’s a lot for advisors to unpack. Clients will have questions. This guide helps you bring answers.

That’s why we created The One Big Beautiful Bill Act Comparison Guide. It provides a high-level overview of the biggest updates, including:

  • Expansions to existing tax deductions and credits
  • A new category of non-itemized below-the-line deductions
  • Adjusted rules across multiple tax planning areas
  • Changes to IDR plans for federal student loans
  • Updates to estate & gift tax exemptions, AMT, and more

DOWNLOAD NOW

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us