This session will equip personal financial planners with actionable insights for 2025 year-end planning in light of H.R. 1, commonly referred to as OBBBA. We’ll explore how to capture new opportunities introduced by the legislation, including:
The 0.5% charitable floor
The SALT deduction phaseout
The senior deduction phaseout
You’ll learn how to:
Rethink itemized deductions, Roth conversions, and charitable contributions
Optimize funding of tax-advantaged accounts like retirement plans and 529s
Strategically harvest gains and losses
We also covered planning considerations