Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether they…
Tag: OBBBA
OBBBA Impact on Estate Planning and Life Insurance
Since the passage of the One Big Beautiful Bill Act, ?I’ve been watching how estate planners,…
IRS offers guidance on R&D expensing changes under OBBBA
The Internal Revenue Service has provided guidance on how to deal with the restoration of full…
Hidden Treasures for Real Estate Investors in the OBBBA
It’s been nearly two months since the ‘One Big Beautiful Bill’ Act (OBBBA) passed, and as…
Tax complexity still costly despite OBBBA changes
Even though the One Big Beautiful Bill Act made substantial changes in the Tax Code, one…
What OBBBA means for HSAs: key takeaways for advisors
Health savings accounts (HSAs) remain one of the most versatile tools in a client’s financial planning…
Non-grantor trusts could stack big tax breaks under OBBBA
The One Big Beautiful Bill Act will lead to a “renaissance” of income tax planning through…
OBBBA boosts estate and gift planning opportunities
The sprawling new tax law dubbed the One Big Beautiful Bill Act includes a number of…
Borrowing for Grad School Is About to Get Harder Thanks to OBBBA
Starting next year, it will become more challenging for some Americans to afford the costs of…
Tax cut impact of OBBBA expected to vary across states
A new study from the Tax Foundation estimates that the One Big Beautiful Bill Act will…
How businesses get big tax savings in OBBBA
Financial advisors and tax professionals with clients who own businesses of any size can help them…
Tax planning for parents under OBBBA
The One Big Beautiful Bill Act hiked and enshrined some tax savings for parents into permanent…
Helping Life Insurance Agents Develop Their OBBBA Marketing Response
With the passage of the One Big Beautiful Bill Act (OBBBA), agents working in a certain…
How Trump’s OBBBA is affecting Gen Z retirement
Gen Z is already struggling to stay afloat amidst a turbulent economic climate, and now, President…