WHITE PAPER

The tax professionals guide to implementing the OBBBA

The One Big Beautiful Bill Act (OBBBA) is transforming the tax landscape for individuals and businesses alike, introducing a host of permanent provisions and new opportunities that demand a fresh approach to compliance and client advisory.

As a tax professional, you face the challenge of interpreting complex legislative updates to understand how they impact your work and your clients, and creating actionable solutions based on that information to deliver measurable value for your clients.

This white paper provides a comprehensive roadmap for understanding the OBBBA’s far-reaching effects.

Inside, you’ll discover:

  • A breakdown of the most impactful OBBBA provisions, including revised SALT caps, expanded child tax credits, and new deductions for seniors, tip earners, and overtime pay
  • Practical strategies for updating W-2 reporting, optimizing deductions, and ensuring compliance with the latest regulations
  • Step-by-step frameworks for assessing client impact, educating your team, and integrating new planning models and technology tools
  • Advisory best practices to help you communicate changes, maximize tax-saving opportunities, and position your firm as a trusted advisor

Download the white paper now for helpful insights and proven strategies for thriving in the OBBBA era.

Access the full white paper

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