WEBINAR

2025 Year-End Planning

 How could the OBBBA affect this year’s financial planning?

How does the OBBBA impact your year-end tax planning? Jeanne Krigbaum, Chief Wealth Planning Officer, and Jenny Johnson, Director of Philanthropy Services, at 1834, a division of Old National Bank, review the now-permanent individual tax rates, deductions and credits that are available, as well as business tax breaks and investment incentive programs. They also touch on the estate planning and wealth transfer rule updates that may have you reconsidering your legacy strategy.

 

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