Archive for July 2025
One Big Beautiful Bill Act – A Tax Planner’s Review
The One Big Beautiful Bill Act (OBBBA) is a tax and spending bill that was signed into law on July 4, 2025. This summary provides an overview of the individual income tax provisions and details selected tax law changes, relevant to tax planning for affluent taxpayers. Overview The OBBBA largely extends the current tax environment on…
Read MoreStablecoin Digital Currency Update
INVESTMENT COMMITTEE COMMENTARY July 2025 The economy remained resilient while some signs of weakening appeared in July economic data points. The stock market continued its upward trend from the second quarter, albeit with some volatility. Both the S&P 500 and the NASDAQ reached record highs in July, buoyed by strong corporate earnings and positive sentiment. For…
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