What Important Issues Should I Consider Regarding Changes Made by the OBBBA?
Overview
New legislation tends to affect financial plans unevenly. Some households will see a meaningful shift in their tax picture, others barely notice. The only way to know which side you're on is to check the specific provisions against your own situation.
Because some of these changes touch families and education planning as well as general tax rules, it's worth a broader review rather than only checking the numbers that changed most recently.
What this checklist covers
- 1Tax planning issues
- 2Child planning issues
- 3Education planning issues
Common questions
Keep the full reference beside your return
Print it, mark it up, and bring it to your next tax conversation.
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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.