White Papers
2025/2026 Tax Planning Guide – Financial Services Practice
While there were some concerns in the industry prior to the passage of the One Big Beautiful Bill Act (OBBBA), by and large this bill was favorable to the industry in most every aspect. This guide covers specifics, nuances, and details of the legislation, as well as tax planning opportunities provided by the OBBBA.
If you would like to discuss any of the techniques or planning ideas presented in the guide, please contact any member of Anchin’s Financial Services Practice.
