MEMBER EVENT: BMSS Presents: The OBBBA & Year-End Tax Planning for Individuals

As 2025 winds down, it’s crucial for individuals to understand the implications of recent legislative changes and how to optimize their tax strategies before year-end. Join us for a comprehensive webinar exploring The One Big Beautiful
Bill Act, a wide-ranging legislative package that could impact individual, estate, and gift tax planning in significant ways.

This webinar will break down the key provisions of the Act and highlight critical tax-saving strategies you should consider before December 31st. Whether you’re a high-income earner, a retiree, a small business owner, or simply someone trying to
make sense of evolving tax law, this webinar will provide the insights you need to prepare with confidence.

Topics will include:

• A breakdown of The One Big Beautiful Bill Act: What’s included and what it means for you
• Strategies to minimize your 2025 tax liability
• Charitable giving, retirement contributions, and other timely planning tactics
• How to avoid common year-end pitfalls and take advantage of new opportunities
• Estate & Gift Planning considerations with permanent increase of the basic lifetime & GST exclusions
• Planning for OBBBA’s impact on fiduciary income tax