[REPLAY] The One Big Beautiful Bill: What Every Financial Professional Must Know from Ameritas

Recorded 07/15/2025 

The OBBB is poised to reshape the way families plan, preserve and transfer their wealth. For financial service professionals, while this shift brings some uncertainty, it will also bring unprecedented opportunity. This timely session will break down the core provisions of the tax bill and explore its impact on legacy management and income tax planning. We will reveal actionable strategies. 

The One Big Beautiful Bill Act (BBB), signed July 4, brings major tax updates every financial professional should know:

• Estate/gift exemption rises to $15M in 2026.
• SALT cap increased to $40K (with limits).
• QSBS rules expanded – bigger gains, shorter hold.
• New Trump Accounts for minors.
• 199A & Opportunity Zones made permanent.

Some changes are already in effect. Now’s the time to review your clients’ plans. Get the full summary and insights.