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 […]

Sonia Sandoval

Peter J. Boyle, CFA

Murcy Huang, CFA

Kevin J. Cavanaugh

David J. Nelson, CPA 

Carmina Holguin

Thomas W. Wynn

Sophia C. Sose

Thomas A. Moritz

Terrell H. Price

S. David Andrew

Ralph E. Weil

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