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BBA Blog: BRIDGING INDUSTRY INSIGHT WITH YOUR PERSONAL FINANCES

Transforming your wealth one informative topic at a time...

Overview of the OBBB Act: 6 More Provisions You Need to Understand Thumbnail

Overview of the OBBB Act: 6 More Provisions You Need to Understand

With the passage of the “One Big Beautiful Bill,” Congress and President Trump have dramatically altered the tax- and financial-planning landscape for financial advisors and their clients. The enactment of the OBBB Act is going to have far-reaching implications for tax and financial planning. In this second part of an overview of the Act, we take a look at six temporary provisions that may affect your clients.

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Overview of the OBBB Act: What You Need to Know Thumbnail

Overview of the OBBB Act: What You Need to Know

Staying ahead of legislative changes that directly impact our clients’ financial well-being is crucial to our profession. The recent signing of the “One Big Beautiful Bill Act” (OBBB Act) by President Trump on July 4 represents a monumental shift in the American fiscal landscape. This two-part summary provides a detailed overview of the OBBB Act’s core provisions, confirmed to reflect the final text signed into law, not earlier drafts or proposed versions.

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2024 Tax Planning: To-Do Checklist Thumbnail

2024 Tax Planning: To-Do Checklist

Tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce the risk of costly errors. Check out these tips and prepare to tackle this tax season with confidence.

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How to Get Tax Savings on Charitable Contributions Thumbnail

How to Get Tax Savings on Charitable Contributions

Qualified charitable distributions from an IRA provide individuals over 70 1⁄2 with a way to receive income tax savings on charitable gifts — even if they decide to take the newly increased standard deduction. In this blog post, discover tips for getting tax savings on charitable contributions and learn more about QCDs.

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