One Big Beautiful Bill Act (OBBBA)

The lead up to and eventual passing of the One Big Beautiful Bill Act (OBBBA) has garnered significant attention in the industry. Now that the dust has begun to settle, many advisors are eager to understand the impact this will have on their clients. Below, we outline the high-level details of six key provisions of particular relevance to advisors and their clients. As with any new legislation, it is possible that some of the finer details may be further clarified over time.