2025 OBBBA: Income Tax Planning (1-Hour Audio & 40-Page Detailed Analysis)
- 5-Minute Sample
- The 2025 OBBBA: Income Tax Planning (5-Minute Sample)
In this one-hour August 11, 2025 program, Steven G. Siegel explains selected income tax provisions of the 2025 OBBBA (One Big Beautiful Bill Act), also known as H.R. 1. He then gives important planning suggestions for those provisions. In addition to the one-hour audio explanation, you will receive a comprehensive 40-page written analysis prepared by Mr. Siegel.
FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE.
In this one-hour August 11, 2025 program, Steven G. Siegel explains selected income tax provisions of the 2025 OBBBA (One Big Beautiful Bill Act) also known as H.R. 1. He then gives important planning suggestions for those provisions. In addition to the one-hour audio explanation, you will receive a comprehensive 40-page written analysis prepared by Mr. Siegel.
Major Topics Include:
- Tax rates, investment taxes, retirement savings
- Standard deduction, SALT limitations
- Deduction for seniors
- Charitable giving
- Itemized deduction phaseout
- Education benefits
- AMT
- Opportunity zones
- Sale of qualified business stock
- Mortgage, QBI, other deductions, tips
- Child care, green energy, credits, depreciation, more
- Trump accounts
- Roth conversions
