The OBBBA introduces sweeping changes across multiple areas of financial planning, from tax deductions and credits to student loan repayment and beyond. Navigating these updates and understanding where they apply to your clients can be overwhelming.

This checklist is designed to help advisors dig deeper into the law’s implications and guide productive conversations with clients about how the changes may impact their specific financial situation.

Use this checklist to uncover planning opportunities, clarify complex rule changes, and make sure nothing gets missed.
This checklist highlights:

• New or expanded tax deductions and credits
• Increased flexibility with 529 plans and new limitations on student loans
• New below-the-line deductions and adjustments to AMT thresholds
• Planning considerations for estate & gift tax exemption changes
• Nuances that may affect clients in unique personal or financial situations