S. Michelle Jann
CFP®, CPWA®, CDFA®

Director of Wealth Planning, Senior Wealth Advisor

The New Tax Landscape: Highlights of the One Big Beautiful Bill

In our latest Fact Sheet, Goelzer’s Wealth Planning Team addresses the most pertinent provisions of the One Big Beautiful Bill, signed into law on July 4th. Those provisions include extending popular provisions of the 2017 Tax Cut & Jobs Act while introducing new deductions, credits, and planning opportunities. From higher estate tax exemptions to expanded standard deductions and a boost to the Child Tax Credit, the bill presents meaningful implications for high-income and high-net-worth families.

 

Fact Sheet: The New Tax Landscape: Highlights
of the One Big Beautiful Bill