Advisor Resources for the One Big Beautiful Bill Act

The One Big Beautiful Bill Act (signed into law on July 4, 2025) is reshaping the landscape of estate planning, taxes, and legacy building. We’ve built this resource center to give financial advisors instant access to clear insights, actionable resources, and tools designed specifically to empower your conversations with clients and optimize your planning strategies.

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Webinar Recording Client Impact Chart Overview PDF Advisor Presentation Deck Client Email Template FAQs

Webinar Recording

Understanding the One Big Beautiful Bill Act: Key Estate Planning Strategies for Financial Advisors

Join our Senior Corporate Counsel, David Haughton, JD, CPWA®, in this 0.5 CFP CE-approved webinar as he walks you through the essential provisions of the OBBB and their practical implications for your clients and your practice.

Watch the Webinar

Client Impact Chart

Understand the OBBB’s Impact Across Client Segments

Clearly visualize how the new legislation impacts different clients across the wealth spectrum, from mass affluent to ultra-high net worth.

Download the Chart

Client Overview

Quickly Equip Your Clients with Essential Information

Share this concise, client-ready PDF summarizing what clients need to know now about the One Big Beautiful Bill Act.

Download the PDF

Advisor Slide Deck

Simplify Client Conversations with Confidence

Clearly visualize how the new legislation impacts different clients across the wealth spectrum, from mass affluent to ultra-high net worth.

Download the Deck

Client Email Template

Quickly Explain the One Big Beautiful Bill to Clients

A concise, advisor-ready message highlighting key changes from the One Big Beautiful Bill and how clients may be affected.

Download the Word Doc

Frequently Asked Questions

Quick, clear answers to frequently asked questions about the One Big Beautiful Bill Act.

How should I introduce the One Big Beautiful Bill to my clients?

Position it as a timely opportunity to proactively discuss financial and estate planning strategies. Highlight specific areas relevant to each client’s goals, such as estate exemptions, deductions, and family wealth opportunities.

What are the key estate planning opportunities I should emphasize to clients?

Emphasize the increased estate tax exemption ($15M per individual/$30M per couple beginning in 2026), encouraging clients to review and potentially adjust their gifting and wealth transfer strategies now.

How can I discuss SALT deduction changes with clients in high-tax states?

Explain clearly how the new $40,000 SALT deduction cap (with phaseouts above $500,000 income) can impact their taxable income, presenting it as an opportunity to optimize deductions and consider proactive tax planning moves.

What's the best way to frame the benefits of permanent income tax brackets for retirement planning?

Frame permanent tax brackets as an ideal scenario for long-term clarity, particularly for decisions like Roth conversions and timing retirement distributions, enabling clients to plan with increased confidence.

How do I explain expanded 529 plan flexibility to clients with school-aged children?

Highlight that clients now have additional flexibility to use 529 funds for homeschooling and K–12 education, presenting this as a valuable tool for more customized educational planning and funding.

What are effective ways to present the new “Trump Accounts” as part of family wealth strategies?

Present Trump Accounts as straightforward tools for clients to build and safeguard wealth across generations, focusing on simplicity, tax benefits, and long-term financial security for children and grandchildren.

How should I advise my small business owner clients about the enhanced business tax incentives?

Clearly communicate that new incentives like 100% bonus depreciation and expanded QSBS capital gains exclusions provide enhanced flexibility and significant opportunities to manage business expenses, optimize tax planning, and strategically plan for business growth or exits.

I'm a Wealth.com customer; how can I schedule a training session for our firm on the One Big Beautiful Bill?

Our attorneys and subject matter experts are ready to help your advisors and clients effectively understand and navigate the One Big Beautiful Bill. Simply reach out to your Wealth.com Customer Support Manager to set up your personalized group session.

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