President Trump signed the “One Big Beautiful Bill” (OBBB) into law on July 4, 2025. The new law is massive, with over 600 sections in its 900+ pages. Planning gets more complex with the additional tax provisions and complicated phase-outs. The law rolls out in two waves: changes that hit your 2025 taxes (the return you’ll file in early 2026) and other shifts that start in 2026. This post is a "highlights tour" of the parts of OBBB that most households will notice.
As 2019 ended, President Trump signed into law The Setting Every Community Up for Retirement Enhancement Act of 2019. After reading many articles on the SECURE Act, I'm really upset about the long-term implications of the biggest change.
Every year I ask each of my clients to forward a copy of their recently completed tax returns. I know this is a pain, but there is information in these returns that can increase client wealth.
I was planning to write an April's Fool article about “The World’s Best Investment Strategy.” However, I changed my mind after my wife's prank went wrong.
As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.