Tax Planning Opportunities Under The New One Big Beautiful Bill Act With Jeffrey Levine (October 9, 2025)
The “One Big Beautiful Bill Act” (OBBBA), which was signed into law on July 4, 2025, put to rest years of uncertainty over whether the tax rules created by the Tax Cuts and Jobs Act of 2017 would be extended or allowed to sunset at the end of 2025. At the same time, however, it also included a host of new provisions that will introduce new planning considerations for clients of financial advisors.
In this session, Kitces Lead Financial Planning Nerd Jeffrey Levine will provide a detailed overview of the changes brought about by the OBBBA and discuss tax planning strategies that clients of financial advisors can implement now that the law is finalized.
He’ll be covering the OBBBA’s tax-related provisions including the increased SALT deduction, additional deduction for seniors age 65+, increased gain exclusion for qualified small business stock, renewed qualified opportunity zone investments, and new 529 plan eligible expenses. He’ll also cover planning implications of the new bill, ranging from new considerations for individuals making Roth conversions, changes to charitable deduction strategies, estate planning techniques, and more!
REGISTER NOW
About Jeffrey Levine:
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Wealth Partners. In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times, and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020. Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized.