The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes significant tax reforms, spending cuts and various provisions aimed at individuals and businesses. But what potential challenges — and opportunities — does it present to your clients and to you as their financial professional? Join Jay Kautt, Vice President of Advanced Market Sales with Athene, as he summarizes the key provisions to help you answer that question, including:
The advantages of the unified credit for beneficiaries
A floor for itemized charitable deductions
A new permanent increase to the standard deduction
Increases to state and local tax (SALT) deductions
A temporary additional tax deduction for seniors
“Trump Accounts” that provide a way to start saving for retirement at an early age
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes significant tax reforms, spending cuts and various provisions aimed at individuals and businesses. But what potential challenges — and opportunities — does it present to your clients and to you as their financial professional? Join Jay Kautt, Vice President of Advanced Market Sales with Athene, as he summarizes the key provisions to help you answer that question, including:
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