Unlock Your Tax Savings

How the new tax law may open up opportunities for retirement and estate planning strategies

It seems as if every few years tax laws change, and taxpayers have to figure out whether, and how, these changes affect their own situation. This year is no different.

The One Big Beautiful Bill (OBBB) was signed into law on July 4, 2025, with most provisions taking effect on Jan. 1, 2026, and applying to 2026 tax returns.

This whitepaper outlines the changes and how they could affect your taxes and retirement.

Download the Whitepaper