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Webinar Replay

Big Beautiful Bill Breakdown

Major Tax Changes for the Financial Services Industry

This in-depth webinar examines the potential impacts of the One Big Beautiful Bill Act and the impact it will have on the financial
services industry.

Our panel of seasoned tax professionals breaks down the most relevant provisions into practical, actionable insights, highlighting both risks and opportunities to help your firms prepare for what’s ahead.

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What You’ll Learn in This Replay

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Major Business & Personal Tax Changes

Get clarity on income tax rates, the 20% pass-through deduction, bonus depreciation, and estate tax changes.

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Updated Deduction Rules

Understand the new rules around SALT cap limits, Section 179 expensing, and business interest deductions.

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R&D Expenditures

Learn how the treatment of research and development expenditures is shifting under the new law.

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Charitable Contribution Limits

Learn how new limits may affect deduction strategies for individual and firm-level giving.

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Qualified Business Income Deduction (§199A)

Explore updates to the 20% pass-through deduction and what they mean for owners and partners.

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Estate and Gift Tax Exemptions

Explore recent changes to estate and gift tax exemptions and how they may impact your wealth transfer strategies.

Meet the Presenters