One Big Beautiful Bill Act

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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Decoding the One Big Beautiful Bill Act: 13 Key Provisions

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The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions, including permanent tax cuts, increased defense spending, Medicaid reforms, energy policy shifts, an increase in the debt ceiling, and enhanced immigration enforcement. Given the scope and complexity of the new law, our review will not be

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What Are Trump Accounts and How Do They Work?

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The One Big Beautiful Bill Act creates a new savings vehicle for families with children born before 2028. The new ‘Trump Accounts’ offer an opportunity for many families to save money for some of their children’s future expenses. But they also carry complications and should be considered carefully. The 2025 One Big Beautiful Bill Act (OBBA) introduced

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