Navigating the OBBBA: Key Insights for Financial Institutions

The One Big Beautiful Bill Act (OBBBA) introduces transformative tax reforms with far-reaching implications for banks, wealth managers, and financial institutions. Join our expert-led webinar to unpack the most impactful provisions, including the rural loan interest exclusion, reinstated full bonus depreciation, and the phase-out of clean energy credits. We will explore how these changes reshape tax planning, lending strategies, and investment structures, and what financial institutions should anticipate from forthcoming guidance. This session is designed to equip you with actionable insights for compliance, client advisory, and deal structuring.

This session offers 1 credit of CPE. See registration page for details.

Connect With Our Speakers

Marc Valerio
Marc Valerio
Partner
Jess LeDonne
Jess LeDonne
Director, Tax Technical

Event Date

September 10th, 2025
11:30 am - 12:30 pm

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