{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/61fd8893d473430013dfa610/6889368325c113eb470c4352?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Tax Planning Opportunities Under the New “One Big Beautiful Bill Act”","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61fd8893d473430013dfa610/1753822752126-ca46a358-7d86-4803-bce0-71bcbc055ebc.jpeg?height=200","description":"<p>The \"One Big Beautiful Bill Act\" (OBBBA), signed into law on July 4, 2025, finally settled the ongoing question of whether the tax rules from the 2017 Tax Cuts and Jobs Act would keep going or end in 2025. But, it's not just about keeping or ending those rules; the OBBBA also brings in new changes that financial advisors and their clients need to think about.</p><p><br></p><p>In this webinar, join Terri Getman and Kurt Fasen as they dive into what the OBBBA is all about and share some tax planning strategies that clients can use now that the law is in place. We'll talk about the biggest new planning points that financial advisors should keep in mind, including:</p><p><br></p><ul><li>How the One Big Beautiful Bill will change the estate tax landscape</li><li>How strategies like special needs trusts and charitable plans will be affected</li><li>The possible long-term effects on business succession planning</li><li>Why making the 199A QBI deduction for pass-through entities permanent is a big deal for small business owners</li><li>What new planning ideas have come up because of the Connelly Supreme Court decision</li><li>The main points of debate about the SALT deduction and how it could help people in high-tax states</li><li>A new type of account for kids called the Trump Account and its intended benefits</li></ul><p><br></p><p><strong>EXTRA: One Big Beautiful Bill Passes Key Committee Vote</strong></p><p>Just ahead of President Trump’s deadline the House of Representatives passed on Thursday July 3 the bill known as the “One Big, Beautiful Bill,” by a vote of 218-214, with every Democrat and two Republicans voting against it. The Senate narrowly approved the bill following a tie-breaking vote from Vice President Vance. The bill was signed into law on July 4th at an Independence Day celebration. Learn more about the key provisions every financial advisor should know.</p><p><a href=\"https://dbs-lifemark.com/wp-content/uploads/President-Signs-Tax-Legislation.pdf\" rel=\"noopener noreferrer\" target=\"_blank\">Learn More</a></p>","author_name":"Diversified Brokerage Services"}