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CEO Works Luncheon: What the One Big Beautiful Bill Act Means to You and Your Business

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, represents a sweeping overhaul of federal tax policy with significant implications for businesses and individuals. David Doolin, a senior tax partner at the Santa Cruz firm PPCO Advisors, will be the keynote speaker at an event designed to help business owners, venture-funded startups, and technology companies navigate these complex changes. Doolin will provide a deep dive into the business-specific provisions of the OBBBA, outlining how they will affect your company's bottom line and what you need to do now to capitalize on new planning opportunities.

David Doolin will provide actionable insights into:

- Capital Investment and M&A Strategy: Learn how new rules for bonus depreciation and R&E expensing should inform decisions on capital investment, technology upgrades, and mergers and acquisitions.

- Entity Structure and Exit Planning: With the permanence of the Qualified Business Income (QBI) deduction and the changes to Qualified Small Business Stock (QSBS), Doolin will discuss how these changes impact your current business structure and long-term exit strategy.

Attendees will leave with a clear understanding of the new tax landscape and a roadmap for making informed financial decisions in 2025 and moving forward. This is a must-attend event for any business owner or executive looking to navigate the complexities of the OBBBA and leverage its provisions for strategic advantage.

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August 28

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