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 […]

Carolyn S. Barber

Bruce C. White

Allen T. Mercer

Megan A. Pantiskas

Michael A. Hatfield

Linda P. Moreno

Kenneth H. Dike

Gretchen E. Lee

Diane Riveros

David Y. Lin, CFA

Daniel J. Mintz

Melissa L. Tracz

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