One Big Beautiful Bill Act: Strategic Impacts and Opportunities for Banks
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
For More Information:
About Our Presenters
Brad Mattson, Financial Services Tax Principal
Brad is a tax principal in the financial institutions group in Minneapolis and has been with the firm since 2003. Brad has more than 33 years of business and individual income tax experience, including more than 26 years serving community banks. He also manages CLA’s community banking tax practice, serving more than 200 community banks from a tax planning, preparation, and strategy perspective.
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.