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In the Know: OBBBA Provisions: the impact on banks & their customers

Friday, July 25, 2025

Welcome to the Financial Institution Insights podcast.  
 
Provisions in the recently passed OBBBA have various implications for banks and their customers. With new tax credits and the extension of existing rules set to expire, banks need to assess the opportunities and risks for their institutions, customers, and employees. Join our hosts, Susan Weber and David Stone, as they welcome BerryDunn’s tax expert, Jeffrey Ring, for an overview of key considerations today and in the future.       

RESOURCES:

Understanding the OBBBA: Key business tax changes on the horizon

Understanding Trump Accounts: A new savings option for families 

Key Impacts of OBBBA

BerryDunn Federal Impacts Digest
 

Looking for more? Our team of experts is here to bring clarity to complex challenges and help banks and credit unions make better-informed financial decisions. Submit a question to Ask the Advisor and get the information you need to move forward. 

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