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