With more than 800 pages of fine print, the new law rewrites rules on everything from headline brackets to niche deductions for tips and overtime. Below we highlight the provisions most likely to influence the cash flow, family support and legacy plans of high-earning entrepreneurs, executives and their loved ones. Treat this as a planning roadmap—then bring your questions to your next Omni 360 strategy session.
How we got here
The Act cleared the House on May 22, the Senate on July 1, and was signed by President Donald J. Trump on July 4, 2025. We focus on the changes you are most likely to feel—directly and through the children, employees or aging parents you help.
July 16, 2025 | Tax Planning
With more than 800 pages of fine print, the new law rewrites rules on everything from headline brackets to niche deductions for tips and overtime. Below we ...
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July 15, 2025 | Tax Planning
The One Big Beautiful Bill Act spans more than 800 pages and rewrites entire sections of the Internal Revenue Code, from individual rates to international sourcing ...
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July 14, 2025 | Estate planning
Think estate planning is only for the ultra-wealthy? Discover why the middle class still needs wills, trusts, and POAs—even if you’re under the estate tax exemption in 2025. With the federal estate tax exemption set at $13.99 million per individual in 2025, many families assume estate planning is only relevant to the ultra-wealthy. ...
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July 9, 2025 | Estate planning
Explore the implications of the $84.4 trillion wealth transfer from baby boomers to heirs, and learn how to prepare your family and legacy for this unprecedented shift. Understanding the Scale of the Transfer The magnitude of this wealth transfer is unprecedented. Baby boomers alone are set to account for $53 ...
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July 7, 2025 | Tax, Consulting & Accounting Services
When most business owners think about asset protection, their minds often jump to elaborate strategies—LLCs in protective jurisdictions, domestic asset protection trusts, complex estate plans. While those are all powerful tools, there’s one basic—yet critical—step that too many ...
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July 2, 2025 | Estate planning
Estate planning is a critical component of financial well-being, ensuring that your assets are distributed according to your wishes and that your loved ones are ...
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June 30, 2025 | Investment Planning
Discover why chasing benchmarks might be distracting you from your real financial goals. Learn how to focus on absolute risk to build lasting wealth and meet your long-term objectives. Rethinking Risk: A Smarter Investment Strategy ...
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June 25, 2025 | Estate planning
Stay ahead with an expert breakdown of the Senate and House tax plans under the “One Big Beautiful Bill.” Key provisions, differences, and actionable insights for business owners, HNW families, and legacy clients. Congress ...
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June 23, 2025 | Estate planning
As families transition into retirement or navigate life post-business sale, the tax implications of their decisions become more complex—and more consequential. Smart tax planning is not about loopholes or short-term tricks; it’s about crafting a lifetime strategy to ...
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June 18, 2025 | Estate planning
A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it’s not law yet. Here’s why any major tax change should prompt a ...
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