Description

Navigate the 2025 SALT shifts—discover new strategies for pass-through entities under OBBB

State and Local Tax (SALT) planning for pass-through entities has taken a new turn in 2025 under the OBBB framework. With updated deduction limits, evolving PTET strategies, and shifting state responses, practitioners must rethink how they guide partnerships, S-corps, and small business clients.

This session offers a practical refresher on SALT planning in the post-OBBB era—highlighting what’s changed, what’s still effective, and what opportunities tax pros should not miss.

Key Highlights:

• 2025 updates to SALT under OBBB and their impact on pass-throughs
• Fresh approaches to planning and compliance in today’s tax landscape
• Practical strategies for optimizing outcomes while managing risks
• Insights into state-level considerations every advisor should know

Why You Should Attend:

• Get a clear and updated perspective on SALT planning in 2025
• Learn how to maximize deductions and leverage PTET opportunities
• Stay compliant while delivering greater value to your clients
• Strengthen your competitive edge with actionable planning insights

Who Should Attend

• CPAs, EAs, and Tax Preparers
• SALT Specialists and Business Advisors
• Attorneys in tax and business law
• Professionals working with pass-through entities and multi-state clients