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Category:
Tax Planning, New Laws
New

The OBBBA Summary Guide

The One Big Beautiful Bill Act Summary Guide

The OBBBA is a major piece of tax legislation that introduces broad changes across several areas of personal financial planning. From tax deductions and credits to student loan repayment rules, the law impacts a wide range of planning considerations.

With this summary guide, you can get a high-level overview of many of the key changes and start identifying where they may apply to your clients. It’s designed to simplify a complex law and help advisors and clients navigate new rules with more clarity.

This guide highlights:

  • Expansions to existing tax deductions and credits
  • A new category of non-itemized below-the-line deductions
  • Adjusted rules across multiple tax planning areas
  • Changes to IDR plans for federal student loans
  • Adjustments to estate & gift tax exemptions, AMT, and more
Related Guides
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
AGI/MAGI Summary Guide
Category: Tax Planning
Taxation Guide To Withdrawals And Income Sources
Category: Tax Planning

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