Understanding the Impact of the One Big Beautiful Bill (OBBB) Act: A Side-by-Side Tax Comparison

Last month we shared some of the key provisions in the new tax bill some of the major tax changes such as what’s going on, what’s new, and what you can do now to make the most of the new law.  This month we’re continuing this effort as keeping yourself informed is essential for making sound financial decisions.

To help you navigate these changes, we’ve prepared a clear, side-by-side comparison of the Pre-OBBB tax regime that’s based on the Tax Cuts and Jobs Act (TCJA) with its scheduled sunset provisions and the Post-OBBB framework now in effect. This guide highlights the most relevant differences in income tax brackets, deductions, credits, estate planning, and more, so you can better understand how the new law may impact your financial strategy.

The OBBBA Comparison Guide.pdf

Download PDF • 185KB

Whether you're planning for the upcoming tax year or reassessing long-term goals, this resource is designed to support informed conversations and proactive planning.  Therefore, feel free to call, write or schedule a meeting to review how these changes affect your personal financial planning considerations.