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2025 Year-End Planning: What the One Big Beautiful Bill Act Means for You

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The One Big Beautiful Bill Act (OBBBA) has introduced some of the most significant tax and planning changes in years—bringing a mix of permanent rules, temporary opportunities, and deadlines that directly impact year-end decisions. As we approach December 31, now is the time to evaluate which provisions can benefit you, what adjustments should wait, and […]

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Big Changes to 529 College Savings Plans Courtesy of the One Big Beautiful Bill Act

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Last month, we provided an overview of the key provisions in the just-signed One Big Beautiful Bill Act (OBBBA). As we kick off the new school year, we believe this is a good time to address some of the important changes that were included in the OBBBA for 529 college savings plans—changes that could significantly

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