From Policy to Planning: How OBBB Reshapes the Tax Landscape

Overview

Kasey Pittman of Cherry Bekaert and Mark Gallegos of Porte Brown LLC examine the One Big Beautiful Bill Act (OBBB), outlining the policy context behind its passage and the tax provisions with the greatest practical impact. They discuss key business, individual and estate tax changes, highlighting planning opportunities, risks and areas of uncertainty. The session emphasizes holistic tax planning, state conformity considerations and advisor judgment under the new law.