Скачать или смотреть Tax Implications of OBBBA | Webinar 2/17/2026

At POISE Foundation, we often talk with our donors and fund holders who have questions about a variety of issues regarding taxes, charitable deductions, and various other planned distributions. We believe it is important for you to have the latest information to make the best financial decisions for your households. During the year, we will host a quarterly series of webinars providing information on a variety of financial topics.

As a result of the The One Big Beautiful Bill Act (OBBBA), enacted in mid-2025, there are many changes to the tax law that impact us as individual tax payers. These changes will take affect for your 2025 tax returns to be filed this year. Prior to the bill, there were many tax items that affect charitable giving, tax planning, and certain distributions.

During this first quarter, we hosted a webinar that discussed several items that impact us as individuals and small businesses, focusing on changes with the enactment of the OBBBA.

We are pleased to have partnered with Chris McLane and Rob Frenz of Anderson who provided updates and insights to assist in understanding how the tax laws impact you.