Barron’s: To Really Save on Taxes, Think Well Beyond April 15

For nearly a decade, financial planners operated under an artificial clock: the scheduled expiration of the Tax Cuts and Jobs Act. Conversations revolved around sunsets and legislative risk, and planning was defensive. The One Big Beautiful Bill Act (OBBBA), signed on July 4, 2025, ended much of that uncertainty. Individual rates, estate exemptions, and important structural […]