Earlier this year I did a webinar on this topic, said "OB3" about 50 times in the first 30 minutes, and someone in the chat asked "what is OB3?" I had completely lost them and didn't even realize it.
So before anything else — OB3, OBBBA, OBBB, H.R.1, PL 119-21, TCJA 2.0. It's all the same thing. The One Big Beautiful Bill Act. And it creates dozens of new planning opportunities for clients, many of them retroactive for 2025.
Here's the sentence I want every advisor watching this to hold onto: these are decision points, not data entry steps. If I don't intentionally choose these provisions for a client during tax prep, the software chooses for me. And it chooses nothing. The default is zero. Every new strategy in this bill requires a deliberate decision — and if that decision doesn't happen this season, the savings don't happen either.
That's the whole reason I put this webinar together. The window is still open but it's closing fast.
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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