Navigating a New Landscape of Tax Policy
Signed into law on July 4, the One Big Beautiful Bill Act (OBBBA) addressed the looming sunset of major tax policies from the 2017 Tax Cuts & Jobs Act. These provisions, paired with a broad range of new or enhanced items, amount to a significant set of changes to U.S. tax policy – ones that are expected to affect every taxpayer in some capacity.
Budget reconciliation bills often result in new planning challenges and opportunities, but the scope and complexity of the 2025 bill warrants special attention. Whether you’re focused on long-term estate planning, tax efficiency or charitable giving strategies, adapting your plan to account for the new legislation is vital.
In our fall edition of Digest, we analyze the new legislation from every angle:
- What the most relevant changes and planning opportunities are for you
- How to adjust your year-end planning strategies
- The impact of this legislation on the larger policy landscape
As always, specific planning opportunities are best explored in partnership with your Baird Financial Advisor team. Lean on them to help you tailor your broader wealth plan in the context of new legislation.
Behind the Bill
The newest tax bill in Washington has implications for nearly every taxpayer – but what exactly does it mean for you?
As you prepare for the end of 2025, be sure to consider new planning opportunities associated with the newest legislation.
The One Big Beautiful Bill Act marks a turning point in U.S. economic policy – what does it mean for growth and stability?
The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.
