Tax Update: SALT, ROAD to Housing Act, & OBBBA One Year Later

One year after the enactment of the One Big Beautiful Bill Act (OBBBA), financial institutions continue to evaluate its implications while navigating new developments related to SALT and the ROAD to Housing Act. This session will provide an update on recent guidance, emerging tax considerations, and planning opportunities impacting banks and credit unions. Attendees will gain insights into how these developments may influence tax strategy, compliance, and decision-making heading into 2027.

After Completing This Course, Participants Will Be Able To:

• Identify key tax developments related to SALT, the ROAD to Housing Act, and OBBBA
• Assess the impact of recent legislative and regulatory guidance on financial institutions
• Recognize tax planning considerations and compliance priorities for the coming year

Who Should Attend:

Participants should have a basic understanding of federal taxation concepts, financial institution operations, and the tax considerations affecting banks and credit unions.