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 […]

Ing Zhang

Elliott C. Hollingsworth

Jacqueline Fernandez

Ray Flores

Billy Yeh

Leslie Ann Manuel, CFP®


Richard H. Adler

Aileen Yip

Jesse Cortes

Daniel H. Cheng

Janelle Vidal

Jennifer I. Maqueda

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