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One Big Beautiful Bill (OBBB): Tax Updates for Lenders

Attend this proactive webinar and gain an understanding of the new One Big Beautiful Bill (OBBB) tax update and its impact on both businesses and individuals. The webinar will assist the lender in keeping up on these changes in the tax code and their influence on the institution’s consumer, mortgage, and commercial borrowers.

OnDemand
Recorded Thursday,
November 6th, 2025
Presented by David Osburn
1h 30m total length
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Lending
  • Management/Employee Development
  • Mortgage Lending
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Private Banker
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer

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The webinar will begin with a brief review of the Tax Cuts and Jobs Act of 2017 (TCJA) and tie this into the OBBB (which made many of the provisions of the TCJA permanent).

The webinar will then concentrate on the OBBB’s significance to business borrowers followed by the Bill’s changes that affect individuals (borrowers/guarantors), as outlined in the What You’ll Learn section.

What You'll Learn

Business Borrowers:

  • Increase in Section 179 Limits
  • Restoration of 100% Bonus Depreciation
  • Deduction for Qualified Business Income (20%)
  • Increase in Business Interest Deduction
  • No Increase in Income Tax Brackets
  • No Increase to Existing Capital Gains Tax Rates
  • Increase in Estate Tax Exemption

Individuals (Borrowers/Guarantors):

  • No Tax on Tips
  • No Tax on Overtime
  • Increase in the Standard Deduction
  • Additional Deduction for Seniors
  • Deduction for Interest Payments on Certain Vehicles
  • Savings Accounts for Children
  • Increased Child Tax Credits

Who Should Attend

This session is ideal for credit administrators, commercial lenders, credit analysts, mortgage lenders, consumer lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers.

David Osburn

Instructor Bio

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

His extensive professional background of over 30 years encompasses 24 years as a Business Trainer/ Contract CFO and 16 years as a Bank Commercial Lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years teaching Accounting, Economics, Finance, Banking, Marketing, Management, and Business Law.

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