Name: SIFMA Member Briefing: Inside the One Big Beautiful Bill
Start: 2025-07-29T11:00:00-04:00
End: 2025-07-29T11:45:00-04:00

Tuesday

,

July

29

,

2025

11:00

a.m.

-

11:45

a.m. ET

SIFMA Member Briefing: Inside the One Big Beautiful Bill

Key Tax Provisions Affecting the Capital Markets and Financial Industry

On July 4, President Trump signed the One Big Beautiful Bill Act (OBBB) into law, marking a significant legislative package with broad tax and fiscal implications. Several provisions are of direct relevance to the capital markets and SIFMA member firms.

On July 29, SIFMA held a member-only briefing where SIFMA’s policy experts walked through the law’s key provisions, analyzed their potential impact on the industry, and discussed what member firms should consider as implementation begins.

Discussion Topics

Final outcomes on Section 899 and its implications for foreign investment

Preservation of municipal bond exemptions and treatment of stock buybacks

Updates to GILTI, Trump Accounts, and IRA tax credits

Debt limit provisions and next steps for regulatory implementation

And more

Discussion Topics

Overview of SEC rules adopted in December 2023

Review of SIFMA's new model documentation for done-with transactions

Insight into SIFMA's workstreams and deliverables that will set the stage for long-term implementation

Factors that firms should consider as they phase-in implementation of the mandate

Watch On Demand

Speakers

Kenneth E. Bentsen, Jr.

President and CEO

SIFMA

Joseph L. Seidel

Chief Operating Officer

SIFMA

josh wilsusen

Executive Vice President, Advocacy

SIFMA

Speakers

Kenneth E. Bentsen, Jr.

President and CEO

SIFMA

Joseph L. Seidel

Chief Operating Officer

SIFMA

Josh Wilsusen

Executive Vice President, Advocacy

SIFMA

Speakers

Kenneth E. Bentsen, Jr.

President and CEO

SIFMA

Josh Wilsusen

Executive Vice President, Advocacy

SIFMA

Jessica Barker

Vice President, Tax

SIFMA

Agenda

All times in Eastern Time (ET) and subject to change.

11:00 A.m. - 11:05 A.m.

Welcome

Kenneth E. Bentsen, Jr., President and CEO, SIFMA

11:05 A.m. - 11:30 A.m.

Key Takeaways from OBBB

Kenneth E. Bentsen, Jr., President and CEO, SIFMA

Josh Wilsusen, Executive Vice President, Advocacy, SIFMA

Jessica Barker, Vice President, Tax, SIFMA

11:30 A.m. - 11:45 A.m.

Q&A

11:45 A.m.

Briefing Concludes

"

Used responsibly, DEPs provide significant benefits to retail investors, including enhanced access to customized products and services, lower costs, access to a broader range of products, better customer service, and improved compliance efforts leading to safer markets. Certain DEPs also raise potential risks, highlighting the need to ensure investor protection in connection with their use.

The existing, robust regulatory regime, however, amply addresses firms’ use of DEPs today, preserving their well-documented benefits, while appropriately managing potential risks.

SIFMA

Useful Information

Technical Requirements

This briefing will be hosted on the Zoom Webinar platform. View instructions on joining and participating in Zoom Webinars.

Access Instructions

Access instructions will be sent from SIFMA; please check your inbox. Didn't receive? Contact us.

Accessibility

It is a priority to make our briefings inclusive and accessible for all. For questions or requests, contact SIFMA Member Relations.

Registration Questions

Participation is complimentary and for SIFMA members only.

Media Inquiries

This Seminar is closed to members of the media. All comments are off the record and not intended for distribution in any manner.

Replay

A replay will be available through December 29th. Use your same Zoom link to access a replay of the briefing. Can't make the live briefing? Register to receive access to the on demand replay.

The Industry Viewpoint

Both SIFMA and SIFMA's Asset Management Group have long supported efforts to increase the resiliency of the Treasury market and stressed the need to ensure the Treasury market remains resilient and deeply liquid.

On behalf of our members, SIFMA is working to advance multiple workstreams and short-term deliverables that will set the stage for long-term implementation. These include development of market standard documentation, enhancements to market structure, further needed regulatory reforms, and an operations timeline.

Learn More

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