Panel Discussion Recap: From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean
Posted by Robert Ingrasci on September 26, 2025
The OBBB panel discussion held on September 25, 2025, with experts from Lumsden McCormick and Bond, Schoeneck & King was designed to help business owners and individuals understand and apply the sweeping changes introduced by the One Big Beautiful Bill (OBBB), and how these developments influence financial planning, tax strategy, and business operations.
Key Highlights
- Key tax provisions that affect individuals, families, and businesses
- Permanent extensions of the 2017 TCJA tax cuts
- Deductions available for tip income and overtime pay
- SALT and other business deductions
- Strategic planning for high-net-worth individuals and business owners
- Guidance on what to prepare for in 2025 and beyond
Presenters
Lumsden McCormick
Robert Ingrasci, CPA
Cheryl Jankowski, CPA, CEPA
Kristin Re', CPA
Bond Schoeneck & King
Jeffrey Gleason, Member
Michael Hickey, Member
Lindsay McKenna, Member
Available Resources
- Slide Deck
- From Policy to Planning: What the Latest One Big Beautiful Bill Changes Mean
- Lumsden McCormick OBBB Resources
- Bond Schoeneck & King OBBB Resources
for more information
Bob is an experienced tax professional who devotes his professional time to structuring tax strategies in the areas of compliance, consulting, and planning. Bob works closely with a broad range of high-net-worth individuals and multi-generational families, specializing in the areas of gift and estate planning, charitable gift planning, trust and estate administration, individual taxation, and wealth preservation. Bob serves as a practice leader in the Family Wealth and Estate Planning group. Bob joined Lumsden McCormick in 2008 and was named partner in 2022.