One Big Beautiful Bill Act: A Summary of Updates
President Donald J. Trump signed the “Big Beautiful Bill” into law, a sweeping piece of legislation that’s set to shake up key areas of fiscal policy, taxes, and investment regulation. With so many changes packed in, we want to make sure you’re informed so we can act where needed.
We’ve put together a quick summary (attached below) of the most important updates and how they might affect you. Our team is already reviewing the implications for tax planning, estate strategies, and portfolio positioning.
As always, we’re here to help you navigate whatever comes next. If you have any questions about what this means for your personal strategy, reach out to us. We will be ready to walk you through how this could potentially change your plan specifically.
