Course Details
9310: Your Taxes After the One Big Beautiful Bill Act
February 9-12
9:45 AM -
11:15 AM
In-Person
2025’s One Big Beautiful Bill Act will affect your taxes in many ways. In this course, we will summarize all of the Act’s tax provisions, discuss whether they reflect good or bad tax policy, and explore how they might impact your tax obligation. The course will be about 50% policy and 50% planning. We will not discuss any of the many other important features of the Act, such as its impact on Medicaid—just its tax provisions. Nor will we discuss how horrible the name of the Act is.
Class Type: Lecture and Discussion
Class Format: In-Person
Hours of Reading: No reading
Study Group Leader(s):
Martin SilfenMartin Silfen was a practicing tax attorney for 21 years, specializing in retirement planning and estate planning, and a wealth planner with a wealth management firm for 14 years. He is the author of The Retirement Plan Distribution Book (The National Underwriter Co., 1999) and The Retirement Plan Distribution Advisor (The National Underwriter Co., 2002). He has led OLLI courses in "Tax Policy", "Social Security", and "Financial Planning in Retirement".