Annex Wealth Management Helps With:

The One Big Beautiful Bill.

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Tax Changes After Passing Of The One Big Beautiful Bill

This piece includes a summary and history of The OBBB as well as an outline of changes made, particularly when it comes to taxes.

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LISTEN:

Wealthyist: The “One Big Beautiful Bill” – What Changed? What Didn’t?

In this episode of Wealthyist podcast, hosts Brian Lamborne, a senior wealth strategist, and Alec Durand, an estate planning attorney with Annex Wealth, discuss the implications of the recently passed One Big Beautiful Bill Act in the context of the Tax Cuts and Jobs Act of 2017 (TCJA).

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The Big Beautiful Bill: Impact On Your Taxes & Retirement

The One Big Beautiful Bill: What Business Owners Need to Know

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WEBINAR THIS WEEK | What The Big Beautiful Bill Means For Your Taxes & Retirement

The new spending bill might mean changes to your everyday life, from buying a car to saving for school to charitable giving.

In our first webinar, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation, talk through the questions we’ve received, and field your concerns.

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