One Big Beautiful Bill Act, One Smart Move: Your 2026 Tax Strategy Starts Here
Автор: Baird
Загружено: 2026-02-06
Просмотров: 14
Описание:
Join Tim Steffen, CPA-PFS, CFP®, CPWA®, Director of Advanced Planning at Baird, as he breaks down the latest updates from the One Big Beautiful Bill (OBBB) and what they mean for your long-term financial planning. In this video, Tim discusses:
•How the OBBB has provided clarity for long-term tax strategies and what changes are now permanent.
•Key planning takeaways, including new deductions, phaseouts, and strategies for charitable giving.
•Important updates to estate tax exemptions and why estate planning remains crucial.
•Upcoming policy changes, such as new savings accounts for minors, expanded 529 plan uses, and new retirement savings rules for highly compensated employees.
Need help navigating your tax strategy surrounding the One Big Beautiful Bill Act? Contact Baird Retirement Management at bairdretirementmanagement.com or 713-973-3800.
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