BMSS Presents:
The OBBBA & Year-end Tax Planning -
What Individuals Need to Know

BMSS Presents: The OBBBA & Year-end Tax Planning - What Individuals Need to Know​

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.

In This Webinar, We’ll Cover:

• 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

Event Details:

Tuesday, October 28, 2025
8:30 a.m. - 10:00 a.m.

Venue:  Online through Zoom

• After registering, you will receive a confirmation email from Zoom containing information about joining the webinar.
• Please do not share your link as it is unique to you in providing CPE credit.
• Please click "Add to Calendar" in the confirmation email so to ensure the link will be available in your calendar appointment.

For questions, please email marketing@bmss.com or, if you would like more information about BMSS Advisors & CPAs, click on the  link.