The impact of OBBBA on year-end planning for high-net-worth individuals
Key takeaways With the recent passage of the budget reconciliation bill H.R. 1, commonly referred to as the One Big Beautiful Bill Act (OBBBA), new considerations have emerged for individual tax and wealth planning. While personal goals remain central to year-end planning, OBBBA’s income and wealth transfer provisions may reshape key discussions. We’ll discuss:

