Join Athene’s Jay Kautt, Vice President of Advanced Markets, who’ll share insights on how the One Big Beautiful Bill Act’s (OBBBA’s) key tax and retirement provisions could create new planning opportunities—and challenges—for your clients and practice. Key highlights include:
The OBBBA’s major tax law changes including updates to standard deductions, state and local tax (SALT) deductions, charitable giving rules and senior tax benefits.
New estate and retirement planning opportunities, including the impact of an expanded unified credit and the introduction of “Trump Accounts.”
Practical insights to help clients navigate potential financial impacts while identifying strategies that may strengthen long-term planning outcomes.
Join Athene’s Jay Kautt, Vice President of Advanced Markets, who’ll share insights on how the One Big Beautiful Bill Act’s (OBBBA’s) key tax and retirement provisions could create new planning opportunities—and challenges—for your clients and practice. Key highlights include:
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