What the One Big Beautiful Bill Means for Clients
Download the Client Resource

On July 4, 2025, a new law called the One Big Beautiful Bill Act was signed into effect, making some of the most sweeping and 
permanent changes to the U.S. tax code in recent history. The law affects everything from estate taxes and deductions to retirement savings, education funding, and family-focused tax strategies.

Whether you serve high-net-worth families, retirees, or next-gen clients, we're here to equip you with the insight and confidence to navigate this new environment and guide your clients through it.

This downloadable PDF is a document that contains the key takeaways of the One Big Beautiful Bill that you can send directly to your clients. 

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