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 […]

Maxwell R. Pray, CFA

Lloyd K. Wong, CFA

Randall L. Zaharia, CFA CAIA®

George E. Hasbun, CFP®

Anil Kapoor, CFA

Austin H. Gewecke, CFA

Roger L. Gewecke, Jr., CFA

Gerardo Torres

Gracie C. Matsuda

Kathleen Gilmore, CFP®

Carlota B. Venegas, CFP®, CDFA®

Clifford Swan

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