- This hidden gems session will spotlight lesser-known provisions of H.R. 1, also known as OBBBA, that advisers may overlook but that carry important planning implications for clients. It will cover changes to:
- Health savings accounts
- 529 education savings accounts
- Student loans
- Dependent care assistance plans
- Revised 1099 reporting thresholds This session will also cover other key updates that may get missed.
Learning Objectives
- Distinguish and interpret tax and financial planning opportunities for client education decisions, including 529 plans and student loans.
- Analyze the impact of H.R. 1 on dependent care assistance programs and information return reporting.
- Determine how these hidden provisions create new or expanded tax and financial planning opportunities for various client segments for 2025 and beyond.
- Calculate client delivery approaches to confidently and proactively address client questions about less-discussed tax law changes.
Major Topics
OBBBA, HR 1, Education planning, financial planning, tax planning
