NEW GUIDE: OBBBA Important Issues Checklist [September 2025]
The OBBBA introduces sweeping changes across multiple areas of financial planning, from tax deductions and credits to student loan repayment and beyond.
These updates open the door to new planning opportunities, and understanding where they apply to your clients helps you deliver even more value. That’s why we created the OBBBA Important Issues Checklist. It helps you dig deeper into the law’s implications and guide productive conversations with your clients.
It covers:
- New or expanded tax deductions and credits
- Updated rules for student loan repayment and forgiveness
- Adjustments to below-the-line deductions and AMT thresholds – and more!