Date Start Date: 12/3/2025 Start Time: 1:00 PM EST End Date: 12/3/2025 Contact Name: Charlotte Guidry Email
As 2025 comes to a close, individual taxpayers face a shifting tax landscape, including changes to the SALT deduction cap, charitable contribution limits, estate and gift tax exemptions, and other tax considerations. In this session, Baker Tilly tax professionals will discuss updated considerations for individual taxpayers following the enactment of the OBBBA. - Summarize key individual tax provisions in the OBBBA and implications for tax year 2025 tax planning - Apply strategies to manage income, deductions and gifting in light of new phaseouts and thresholds - Assess planning opportunities related to SALT, PTET elections and charitable contributions CPE credit: One (1) hour credit Visit the Website
