Upcoming Webinar: Winning in Uncertainty: Scenario Planning for Volatile Environments– Learn More & Register
Linkedin Facebook Instagram X-twitter Youtube Tiktok
Contact

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. Our expert-led webinar unpacked the most impactful provisions, including the rural loan interest exclusion, reinstated full bonus depreciation, and the phase-out of clean energy credits. We explored how these changes reshaped tax planning, lending strategies, and investment structures, and what financial institutions should anticipate from forthcoming guidance. This session was designed to equip you with actionable insights for compliance, client advisory, and deal structuring.
CPE is only granted for attending the live session.
Download the full presentation HERE.

Featured speakers: