Webinar: Breaking Down “One Big Beautiful Bill Act”

The “One Big Beautiful Bill Act” (OBBBA) introduced a number of significant changes in tax policy – most notably, the extension of several provisions from the 2017 Tax Cuts and Jobs Act (TCJA).

In our latest Baird Wealth Strategies call, Tim Steffen, Director of Advanced Planning, unpacked what these changes could mean for your tax planning and long-term financial goals.

What You Need to Know:

• The OBBBA locked in many TCJA-era benefits, including the standard deduction and tax brackets, while layering in new complexities that may affect your filing strategy.  
• Taxpayers may now benefit from a variety of new deductions only available from 2025 to 2028.
• With changes to estate planning thresholds and the introduction of new investment vehicles like savings accounts for minors, proactive planning is essential to navigating these changes.

For a copy of the slides, please reach out to your Baird Financial Advisor. Not a Baird client? Find a Baird Financial Advisor.