A B O UT S E I
SEI
®
(NASDAQ:SEIC) is a leading global provider of financial technology,
operations, and asset management services within the financial services
industry. SEI tailors its solutions and services to help clients more effectively
deploy their capital—whether that's money, time, or talent—so they can
better serve their clients and achieve their growth objectives.
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P.O. Box 1100
Oaks, PA 19456
610-676-1000
© 2025 SEI
®
| 250055.32 | IAS 11/25
seic.com
I M P O R TA NT I N FO R M ATI O N
Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters
contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this
communication was written to support the promotion or marketing of the matters addressed herein; and
(iii) you should seek advice based on your particular circumstances from an independent tax advisor.
Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI
Investments Company (SEI).
Final thoughts.
The OBBBA solidifies proactive tax planning opportunities, particularly
over the next five years, for taxpayers to evaluate their personal and
business tax matters.
Many provisions favor long-term strategies. Since some provisions are time sensitive,
collaboration across your entire advice team is critical. We encourage you to be proactive by
engaging with your CPA to get updated tax projections and confirm your estimated payment
schedule is still accurate. Your tax accountant can identify techniques that may provide tax
savings to you in 2025 and beyond.
Please contact us today for further guidance.
