The One Big Beautiful Bill Act (OBBBA) Is Now Law — Here’s What You Need to Know

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, ushering in the most sweeping changes to individual tax, estate, and retirement planning since the 2017 Tax Cuts and Jobs Act.

Our free downloadable guide provides a clear, streamlined summary of the new legislation—cutting through the dense legal text so you can quickly see what matters most for your financial future.

Inside this guide, you’ll discover:

✨ Which TCJA provisions are now permanent (and why it matters for your tax bill)

✨ The new deductions for tips, overtime, and seniors—and who qualifies

✨ How the estate and gift tax exemption expansion could impact long-term wealth transfer

✨ Clarifications on Social Security taxation and what retirees need to watch

✨ Where high earners and business owners should adjust their planning now

Download the OBBBA Summary PDF free — and make sure you’re ready for what’s ahead.

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