Events

Big Beautiful Bill Breakdown: Major Tax Changes for the Financial Services Industry

July 29, 2025

Register Here

In case you missed our webinar on the One Big Beautiful Bill Actplease click here to access the recording.

Topics included:

  • Updates to State and Local Tax (SALT) limitations
  • Changes to the Qualified Business Income (QBI) deduction
  • Revised rules for Charitable Contributions
  • Adjustments to Estate and Gift Tax exemptions
  • Key modifications across Individual, Business, and International Tax Provisions
  • Implications for Qualified Small Business Stock (QSBS)
  • New treatment of Research & Experimental (R&E) Expenditures

There is a wealth of information surrounding this topic, and the implications of the law change can be nuanced and far-reaching. For our most recent updates on the One Big Beautiful Bill Act, please visit our One Big Beautiful Bill Resource Center


  • Services

  • Industries

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