Wealth Planning

Understanding the One Big Beautiful Bill Act: Key Tax Changes

On July 4, 2025, President Trump signed into law H.R.1, commonly known as the “One Big Beautiful Bill Act” (OBBBA). This sweeping legislation addressed the scheduled expiration of tax provisions from the 2017 Tax Cuts and Jobs Act (TCJA) while introducing new tax measures and tweaking existing rules. Here’s what you need to know. Income […]

Elliott C. Hollingsworth

Leslie Ann Manuel, CFP®

Daniel H. Cheng

Peter J. Boyle, CFA

Murcy Huang, CFA

Kevin J. Cavanaugh

Kenneth H. Dike

David Y. Lin, CFA

Daniel J. Mintz

Maxwell R. Pray, CFA

Lloyd K. Wong, CFA

Randall L. Zaharia, CFA CAIA®

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