The 'One Big Beautiful Bill Act' (OBBBA), enacted by President Trump, marks a pivotal shift in the U.S. tax landscape, especially for those aged 65 and above. This legislation aims to alleviate the ...

The change is something that was baked into the Tax Cuts and Jobs Act (TCJA) of 2017. In 2020, the IRS published a treasury decision (9925) that gave the final regulations about the deductibility of ...

A massive new tax law, nicknamed the “One Big Beautiful Bill” (OB3), is bringing sweeping changes to the U.S. tax system, and experts say taxpayers should take time to understand the fine print.

Advisors aren’t built for the mundane. You didn’t choose this profession to shuffle paperwork or crank out cookie-cutter projections. You’re here to grow—to win—and to create strategies that actually ...

The One Big Beautiful Bill recently passed includes permanently extending tax cuts from the Tax Cuts and Jobs Act, including increasing the cap on the amount of state and local or sales tax and ...