Are you aware of the opportunities with the New Law?
The “One Big Beautiful Bill" signed into law on July 4, 2025, could impact your financial future. This new law not only prevents tax rates from returning to the higher pre-2017 levels, but it also provides several new tax reductions that may provide meaningful savings for you and your heirs.
Download this complimentary guide to discover key highlights:
- State and local tax (SALT) deduction cap quadruples
- Seniors get a bigger break
- New help for families
- Temporary perks, disappearing credits
Key Provisions for Retirement Planning, Estate Preservation and Wealth Optimization
How the New Law provides opportunities for retirement and estate planning strategies.