One Big Beautiful Bill Act: Strategic Impacts and Opportunities for the Banking Industry
Understanding Trump's Big Beautiful Bill for Community Banks
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Event Details
One Big Beautiful Bill Act: Strategic Impacts and Opportunities for the Banking Industry
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces sweeping tax reforms with significant implications for financial institutions. This presentation explores the bill’s core provisions, strategic impacts, and actionable opportunities for banks.
Attendees can expect to better understand the bill's impact on:
- Banks as C-corps and S-corps
- Businesses such as agriculture, commercial real estate, etc.
- Cryptocurrency tax legislation updates
- General tax impacts to individual customers
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About Our Presenters
Susan Sabo, Managing Principal of Financial Services
Susan is a CPA with more than 25 years of combined experience in public accounting and the financial services industry, including experience with Fortune 500 companies. Susan serves as the managing principal of CLA’s financial services group. Her responsibilities include providing engagement oversight in the areas of assurance and internal audit. In addition, Susan provides board advisory and management consulting services in the areas of strategic planning and mergers and acquisitions. She has been involved in multiple mergers and acquisitions of sizes ranging from $150 million to $500 billion with engagement at all stages of the process.
Mike Smith, Principal – National Tax Office
Mike is a principal at CLA with over 30 years of experience in public accounting and at Fortune 100 companies. Most notably, Michael spent 10 years as a Senior Vice President in Wachovia’s Corporate Treasury and Tax Divisions, where he provided international and M&A tax consulting services to the Capital Markets Fixed Income & Derivatives and Corporate Treasury Divisions, and focused on the design and implementation of multi-billion dollar cross border financing and investment transactions.