The One Big Beautiful Bill created real new deductions on 2025 returns — and most clients have no idea they exist. In this segment, Dr. Jackie Meyer walks through the exact language advisors can use to communicate what changed, present the savings they found, and transition the conversation into a 2026 tax planning engagement.
She covers the two objections that come up every time: whether this is included in the prep fee (it's not — compliance and proactive planning are different things), and whether it can wait until next year (some 2025 opportunities are retroactive only and may expire at filing).
The goal isn't to upsell. It's to make sure clients don't leave money on the table because the conversation never happened.
This is a clip from the full OBBBA webinar. Watch the full recording here: https://www.taxplaniq.com/obbba-changed-everything-about-2025-returns-heres-what-you-need-to-know-before-april-15-recording
Drop your questions in the comments.
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