Events

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

July 29, 2025 12:00 pm 1:30 pm

Register Here

Join us for a focused and informative session designed to help you understand the key provisions of the legislation and how to strategically navigate these changes. Led by seasoned tax professionals in our Financial Services Group, this webinar will unpack the most critical tax changes and offer actionable insights.

Topics to be covered include:

  • 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

Don’t miss this chance to stay informed and properly prepare for the days ahead! For more info, please contact [email protected].


  • Services

  • Industries

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