Tax

One Big Beautiful Bill: What You Need to Know

July 11, 2025

The One Big Beautiful Bill includes a range of tax law changes that impact individuals, businesses, and estate planning. Some provisions are temporary, while others have long-term effects. These changes create new opportunities but may also require adjustments to your current financial strategies.

The bill spans over 1,000 pages. We have created an in-depth summary to highlight what matters most, and we will keep our website updated as changes unfold. Our experts are here to help you understand how these developments may impact your wealth plan and guide your next steps.

Here is a high-level breakdown of the key provisions and what they could mean for you:

Individual Tax Implications

New Senior Deduction Available in 2025

Beginning in 2025, taxpayers age 65 and older will be eligible for a new senior tax deduction of up to $6,000.

  • The deduction begins to phase out for individuals with income over $75,000 and for married couples filing jointly with income over $150,000.
  • While this provision offers some relief, it falls short of earlier proposals to eliminate taxes on Social Security benefits for seniors.
  • The deduction is available through the end of 2028.

Individual Tax Rates Made Permanent

  • The current federal individual tax rates, originally introduced under the Tax Cuts and Jobs Act of 2017 (TCJA), are now permanent. These rates will continue to be indexed annually for inflation.

  • Your team at The Mather Group will provide an update regarding the inflation adjusted tax rates for 2026 once the IRS makes these available. 


Changes to the Standard Deduction

  • The federal standard deduction increase from the TCJA is now permanent, and indexes for inflation each year. The standard deduction for 2025 is $31,500 for joint filers, and $15,750 for single taxpayers. 
  • The OBBB creates a new permanent above-the-line deduction for charitable giving that is available for taxpayers taking the standard deduction. The new deduction for charitable donations is $1,000 for single filers, and $2,000 for married taxpayers. 


Changes to Itemized Deductions

  • There is a temporary increase in deductible State and Local Taxes (SALT) to $40,000 beginning in 2025. This increase sunsets in 2029, and the former $10,000 SALT tax cap will return in 2030.

  • The bill introduced a new phaseout for the SALT tax cap for taxpayers with incomes above $500,000, designed so that the $40,000 cap gradually reduces down to $10,000 as your income exceeds the threshold.

  • Itemized deductions will now be limited to a value of 35 cents on the dollar for taxpayers in the top federal tax bracket.

  • The bill creates a 0.5% floor for itemized deductions for charitable contributions. This will create a new charitable planning challenge to ensure you are maximizing the tax impact of your giving.

  • The $750,000 principal limit for deductible mortgage interest is made permanent and is not indexed for inflation.


Changes to Tax Credits

  • The federal child tax credit, introduced by the TCJA, is now permanent, and indexed for inflation.

  • The bill repeals multiple green energy tax credits beginning in 2026. These include credits for electric vehicles and residential energy credits enjoyed by many taxpayers.


Key Temporary Tax Provisions for 2025–2028
*

  • Tip Income Deduction: Taxpayers working in traditionally tipped industries may deduct up to $25,000 of tip income. The deduction phases out for individuals with income over $150,000 and for joint filers with income over $300,000.
  • Overtime Compensation Deduction: Overtime wages are now deductible—up to $12,500 for single filers and $25,000 for married couples. This deduction also phases out above the same income thresholds: $150,000 for individuals and $300,000 for joint filers.
  • Automobile Loan Interest Deduction: Interest on loans for select new vehicles is deductible up to $10,000. To qualify, the vehicle must be assembled in the United States. The deduction phases out for individuals with income above $100,000 and for joint filers with income over $200,000.
  • Investments in Qualified Opportunity Zones (QOZ)
    • The tax advantages to QOZ’s are permanent and now have a rolling 10-year designation.
  • Permanent Changes to Alternative Minimum Tax
    • Exemption increased to $1,000,000 for joint filers, and $500,000 for single taxpayers. 
    • These amounts are indexed for inflation starting in 2026. 
  • Estate & Gift Tax Implications
    • The unified estate and Generation Skipping Transfer Tax lifetime exclusion is increased to $15 million per individual and indexed with inflation. 
    • This expansion increases planning opportunities for passing additional wealth to heirs tax-free.

Additional Savings Opportunities

Trump Accounts

  • Treated similarly to an IRA, this is a new savings opportunity for children with contributions allowed until age 18 with a maximum annual contribution of $5,000. 
  • Contributions can be made by parents, grandparents, relatives, or entities and are not tax deductible.
  • Children born between January 1, 2025, and December 31, 2028, are eligible for a $1,000 contribution from the government to start their account.

Dependent Care Assistance 

  • Flexible Spending Account (FSA) limit increased to $7,500 for married taxpayers, or $3,750 for single filers effective starting in 2026.
  • This limit is not indexed for inflation. 

Changes for Qualified Small Business Stock

  • Provisions allow for exclusion of 50% of the gain if held for 3 years, 75% of the gain if held for four years, and up to a 100% exclusion if held for at least five years.
      
  • Gross assets to qualify for QSBS treatment have been increased to $75 million, and the maximum exclusion has been increased to $15 million. 

Business Tax Implications

  • 100% Bonus Depreciation Reinstated: The bill permanently reinstates 100% bonus depreciation for qualifying assets with a recovery period of 20 years or less, acquired and placed in service after January 19, 2025.
  • Section 199A Made Permanent: The 20% pass-through deduction for qualified business income under Section 199A is now permanent.
  • Corporate Tax Rate Set at 21%: The corporate tax rate is fixed at a permanent 21%, eliminating prior uncertainty.
  • Expanded R&D Expensing Options: Businesses may now choose to fully expense eligible domestic research and development costs or amortize them over five years.
  • New Bonus Depreciation for Qualified Production Property (QPP): A new 100% bonus depreciation category applies to QPP acquired or built after January 19, 2025. QPP includes facilities used for manufacturing, production, and refining of domestic goods, but excludes residential real estate.

What This Means for You

The One Big Beautiful Bill introduces sweeping tax changes that could have a meaningful impact on your personal and business financial strategies. While many provisions create new planning opportunities, they also bring added complexity.

Now is the time to reassess your tax and wealth strategy. Contact us to schedule a personalized planning session and ensure you are positioned to take full advantage of the new legislation.

*All temporary deductions are available to taxpayers, regardless of whether they take the standard deduction or itemize deductions on Schedule A. 

Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.

The One Big Beautiful Bill includes a range of tax law changes that impact individuals, businesses, and estate planning. Some provisions are temporary, while others have long-term effects. These changes create new opportunities but may also require adjustments to your current financial strategies.

The bill spans over 1,000 pages. We have created an in-depth summary to highlight what matters most, and we will keep our website updated as changes unfold. Our experts are here to help you understand how these developments may impact your wealth plan and guide your next steps.

Here is a high-level breakdown of the key provisions and what they could mean for you:

Individual Tax Implications

New Senior Deduction Available in 2025

Beginning in 2025, taxpayers age 65 and older will be eligible for a new senior tax deduction of up to $6,000.

  • The deduction begins to phase out for individuals with income over $75,000 and for married couples filing jointly with income over $150,000.
  • While this provision offers some relief, it falls short of earlier proposals to eliminate taxes on Social Security benefits for seniors.
  • The deduction is available through the end of 2028.

Individual Tax Rates Made Permanent

  • The current federal individual tax rates, originally introduced under the Tax Cuts and Jobs Act of 2017 (TCJA), are now permanent. These rates will continue to be indexed annually for inflation.

  • Your team at The Mather Group will provide an update regarding the inflation adjusted tax rates for 2026 once the IRS makes these available. 


Changes to the Standard Deduction

  • The federal standard deduction increase from the TCJA is now permanent, and indexes for inflation each year. The standard deduction for 2025 is $31,500 for joint filers, and $15,750 for single taxpayers. 
  • The OBBB creates a new permanent above-the-line deduction for charitable giving that is available for taxpayers taking the standard deduction. The new deduction for charitable donations is $1,000 for single filers, and $2,000 for married taxpayers. 


Changes to Itemized Deductions

  • There is a temporary increase in deductible State and Local Taxes (SALT) to $40,000 beginning in 2025. This increase sunsets in 2029, and the former $10,000 SALT tax cap will return in 2030.

  • The bill introduced a new phaseout for the SALT tax cap for taxpayers with incomes above $500,000, designed so that the $40,000 cap gradually reduces down to $10,000 as your income exceeds the threshold.

  • Itemized deductions will now be limited to a value of 35 cents on the dollar for taxpayers in the top federal tax bracket.

  • The bill creates a 0.5% floor for itemized deductions for charitable contributions. This will create a new charitable planning challenge to ensure you are maximizing the tax impact of your giving.

  • The $750,000 principal limit for deductible mortgage interest is made permanent and is not indexed for inflation.


Changes to Tax Credits

  • The federal child tax credit, introduced by the TCJA, is now permanent, and indexed for inflation.

  • The bill repeals multiple green energy tax credits beginning in 2026. These include credits for electric vehicles and residential energy credits enjoyed by many taxpayers.


Key Temporary Tax Provisions for 2025–2028
*

  • Tip Income Deduction: Taxpayers working in traditionally tipped industries may deduct up to $25,000 of tip income. The deduction phases out for individuals with income over $150,000 and for joint filers with income over $300,000.
  • Overtime Compensation Deduction: Overtime wages are now deductible—up to $12,500 for single filers and $25,000 for married couples. This deduction also phases out above the same income thresholds: $150,000 for individuals and $300,000 for joint filers.
  • Automobile Loan Interest Deduction: Interest on loans for select new vehicles is deductible up to $10,000. To qualify, the vehicle must be assembled in the United States. The deduction phases out for individuals with income above $100,000 and for joint filers with income over $200,000.
  • Investments in Qualified Opportunity Zones (QOZ)
    • The tax advantages to QOZ’s are permanent and now have a rolling 10-year designation.
  • Permanent Changes to Alternative Minimum Tax
    • Exemption increased to $1,000,000 for joint filers, and $500,000 for single taxpayers. 
    • These amounts are indexed for inflation starting in 2026. 
  • Estate & Gift Tax Implications
    • The unified estate and Generation Skipping Transfer Tax lifetime exclusion is increased to $15 million per individual and indexed with inflation. 
    • This expansion increases planning opportunities for passing additional wealth to heirs tax-free.

Additional Savings Opportunities

Trump Accounts

  • Treated similarly to an IRA, this is a new savings opportunity for children with contributions allowed until age 18 with a maximum annual contribution of $5,000. 
  • Contributions can be made by parents, grandparents, relatives, or entities and are not tax deductible.
  • Children born between January 1, 2025, and December 31, 2028, are eligible for a $1,000 contribution from the government to start their account.

Dependent Care Assistance 

  • Flexible Spending Account (FSA) limit increased to $7,500 for married taxpayers, or $3,750 for single filers effective starting in 2026.
  • This limit is not indexed for inflation. 

Changes for Qualified Small Business Stock

  • Provisions allow for exclusion of 50% of the gain if held for 3 years, 75% of the gain if held for four years, and up to a 100% exclusion if held for at least five years.
      
  • Gross assets to qualify for QSBS treatment have been increased to $75 million, and the maximum exclusion has been increased to $15 million. 

Business Tax Implications

  • 100% Bonus Depreciation Reinstated: The bill permanently reinstates 100% bonus depreciation for qualifying assets with a recovery period of 20 years or less, acquired and placed in service after January 19, 2025.
  • Section 199A Made Permanent: The 20% pass-through deduction for qualified business income under Section 199A is now permanent.
  • Corporate Tax Rate Set at 21%: The corporate tax rate is fixed at a permanent 21%, eliminating prior uncertainty.
  • Expanded R&D Expensing Options: Businesses may now choose to fully expense eligible domestic research and development costs or amortize them over five years.
  • New Bonus Depreciation for Qualified Production Property (QPP): A new 100% bonus depreciation category applies to QPP acquired or built after January 19, 2025. QPP includes facilities used for manufacturing, production, and refining of domestic goods, but excludes residential real estate.

What This Means for You

The One Big Beautiful Bill introduces sweeping tax changes that could have a meaningful impact on your personal and business financial strategies. While many provisions create new planning opportunities, they also bring added complexity.

Now is the time to reassess your tax and wealth strategy. Contact us to schedule a personalized planning session and ensure you are positioned to take full advantage of the new legislation.

*All temporary deductions are available to taxpayers, regardless of whether they take the standard deduction or itemize deductions on Schedule A. 

Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.
Let’s build your financial future today.
Experience purpose-driven financial management designed around you and your family. Get a free investment audit today to discover the TMG difference.
Start with a free financial consultation.
Tax

One Big Beautiful Bill: What You Need to Know

July 11, 2025

The One Big Beautiful Bill includes a range of tax law changes that impact individuals, businesses, and estate planning. Some provisions are temporary, while others have long-term effects. These changes create new opportunities but may also require adjustments to your current financial strategies.

The bill spans over 1,000 pages. We have created an in-depth summary to highlight what matters most, and we will keep our website updated as changes unfold. Our experts are here to help you understand how these developments may impact your wealth plan and guide your next steps.

Here is a high-level breakdown of the key provisions and what they could mean for you:

Individual Tax Implications

New Senior Deduction Available in 2025

Beginning in 2025, taxpayers age 65 and older will be eligible for a new senior tax deduction of up to $6,000.

  • The deduction begins to phase out for individuals with income over $75,000 and for married couples filing jointly with income over $150,000.
  • While this provision offers some relief, it falls short of earlier proposals to eliminate taxes on Social Security benefits for seniors.
  • The deduction is available through the end of 2028.

Individual Tax Rates Made Permanent

  • The current federal individual tax rates, originally introduced under the Tax Cuts and Jobs Act of 2017 (TCJA), are now permanent. These rates will continue to be indexed annually for inflation.

  • Your team at The Mather Group will provide an update regarding the inflation adjusted tax rates for 2026 once the IRS makes these available. 


Changes to the Standard Deduction

  • The federal standard deduction increase from the TCJA is now permanent, and indexes for inflation each year. The standard deduction for 2025 is $31,500 for joint filers, and $15,750 for single taxpayers. 
  • The OBBB creates a new permanent above-the-line deduction for charitable giving that is available for taxpayers taking the standard deduction. The new deduction for charitable donations is $1,000 for single filers, and $2,000 for married taxpayers. 


Changes to Itemized Deductions

  • There is a temporary increase in deductible State and Local Taxes (SALT) to $40,000 beginning in 2025. This increase sunsets in 2029, and the former $10,000 SALT tax cap will return in 2030.

  • The bill introduced a new phaseout for the SALT tax cap for taxpayers with incomes above $500,000, designed so that the $40,000 cap gradually reduces down to $10,000 as your income exceeds the threshold.

  • Itemized deductions will now be limited to a value of 35 cents on the dollar for taxpayers in the top federal tax bracket.

  • The bill creates a 0.5% floor for itemized deductions for charitable contributions. This will create a new charitable planning challenge to ensure you are maximizing the tax impact of your giving.

  • The $750,000 principal limit for deductible mortgage interest is made permanent and is not indexed for inflation.


Changes to Tax Credits

  • The federal child tax credit, introduced by the TCJA, is now permanent, and indexed for inflation.

  • The bill repeals multiple green energy tax credits beginning in 2026. These include credits for electric vehicles and residential energy credits enjoyed by many taxpayers.


Key Temporary Tax Provisions for 2025–2028
*

  • Tip Income Deduction: Taxpayers working in traditionally tipped industries may deduct up to $25,000 of tip income. The deduction phases out for individuals with income over $150,000 and for joint filers with income over $300,000.
  • Overtime Compensation Deduction: Overtime wages are now deductible—up to $12,500 for single filers and $25,000 for married couples. This deduction also phases out above the same income thresholds: $150,000 for individuals and $300,000 for joint filers.
  • Automobile Loan Interest Deduction: Interest on loans for select new vehicles is deductible up to $10,000. To qualify, the vehicle must be assembled in the United States. The deduction phases out for individuals with income above $100,000 and for joint filers with income over $200,000.
  • Investments in Qualified Opportunity Zones (QOZ)
    • The tax advantages to QOZ’s are permanent and now have a rolling 10-year designation.
  • Permanent Changes to Alternative Minimum Tax
    • Exemption increased to $1,000,000 for joint filers, and $500,000 for single taxpayers. 
    • These amounts are indexed for inflation starting in 2026. 
  • Estate & Gift Tax Implications
    • The unified estate and Generation Skipping Transfer Tax lifetime exclusion is increased to $15 million per individual and indexed with inflation. 
    • This expansion increases planning opportunities for passing additional wealth to heirs tax-free.

Additional Savings Opportunities

Trump Accounts

  • Treated similarly to an IRA, this is a new savings opportunity for children with contributions allowed until age 18 with a maximum annual contribution of $5,000. 
  • Contributions can be made by parents, grandparents, relatives, or entities and are not tax deductible.
  • Children born between January 1, 2025, and December 31, 2028, are eligible for a $1,000 contribution from the government to start their account.

Dependent Care Assistance 

  • Flexible Spending Account (FSA) limit increased to $7,500 for married taxpayers, or $3,750 for single filers effective starting in 2026.
  • This limit is not indexed for inflation. 

Changes for Qualified Small Business Stock

  • Provisions allow for exclusion of 50% of the gain if held for 3 years, 75% of the gain if held for four years, and up to a 100% exclusion if held for at least five years.
      
  • Gross assets to qualify for QSBS treatment have been increased to $75 million, and the maximum exclusion has been increased to $15 million. 

Business Tax Implications

  • 100% Bonus Depreciation Reinstated: The bill permanently reinstates 100% bonus depreciation for qualifying assets with a recovery period of 20 years or less, acquired and placed in service after January 19, 2025.
  • Section 199A Made Permanent: The 20% pass-through deduction for qualified business income under Section 199A is now permanent.
  • Corporate Tax Rate Set at 21%: The corporate tax rate is fixed at a permanent 21%, eliminating prior uncertainty.
  • Expanded R&D Expensing Options: Businesses may now choose to fully expense eligible domestic research and development costs or amortize them over five years.
  • New Bonus Depreciation for Qualified Production Property (QPP): A new 100% bonus depreciation category applies to QPP acquired or built after January 19, 2025. QPP includes facilities used for manufacturing, production, and refining of domestic goods, but excludes residential real estate.

What This Means for You

The One Big Beautiful Bill introduces sweeping tax changes that could have a meaningful impact on your personal and business financial strategies. While many provisions create new planning opportunities, they also bring added complexity.

Now is the time to reassess your tax and wealth strategy. Contact us to schedule a personalized planning session and ensure you are positioned to take full advantage of the new legislation.

*All temporary deductions are available to taxpayers, regardless of whether they take the standard deduction or itemize deductions on Schedule A. 

Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.

The One Big Beautiful Bill includes a range of tax law changes that impact individuals, businesses, and estate planning. Some provisions are temporary, while others have long-term effects. These changes create new opportunities but may also require adjustments to your current financial strategies.

The bill spans over 1,000 pages. We have created an in-depth summary to highlight what matters most, and we will keep our website updated as changes unfold. Our experts are here to help you understand how these developments may impact your wealth plan and guide your next steps.

Here is a high-level breakdown of the key provisions and what they could mean for you:

Individual Tax Implications

New Senior Deduction Available in 2025

Beginning in 2025, taxpayers age 65 and older will be eligible for a new senior tax deduction of up to $6,000.

  • The deduction begins to phase out for individuals with income over $75,000 and for married couples filing jointly with income over $150,000.
  • While this provision offers some relief, it falls short of earlier proposals to eliminate taxes on Social Security benefits for seniors.
  • The deduction is available through the end of 2028.

Individual Tax Rates Made Permanent

  • The current federal individual tax rates, originally introduced under the Tax Cuts and Jobs Act of 2017 (TCJA), are now permanent. These rates will continue to be indexed annually for inflation.

  • Your team at The Mather Group will provide an update regarding the inflation adjusted tax rates for 2026 once the IRS makes these available. 


Changes to the Standard Deduction

  • The federal standard deduction increase from the TCJA is now permanent, and indexes for inflation each year. The standard deduction for 2025 is $31,500 for joint filers, and $15,750 for single taxpayers. 
  • The OBBB creates a new permanent above-the-line deduction for charitable giving that is available for taxpayers taking the standard deduction. The new deduction for charitable donations is $1,000 for single filers, and $2,000 for married taxpayers. 


Changes to Itemized Deductions

  • There is a temporary increase in deductible State and Local Taxes (SALT) to $40,000 beginning in 2025. This increase sunsets in 2029, and the former $10,000 SALT tax cap will return in 2030.

  • The bill introduced a new phaseout for the SALT tax cap for taxpayers with incomes above $500,000, designed so that the $40,000 cap gradually reduces down to $10,000 as your income exceeds the threshold.

  • Itemized deductions will now be limited to a value of 35 cents on the dollar for taxpayers in the top federal tax bracket.

  • The bill creates a 0.5% floor for itemized deductions for charitable contributions. This will create a new charitable planning challenge to ensure you are maximizing the tax impact of your giving.

  • The $750,000 principal limit for deductible mortgage interest is made permanent and is not indexed for inflation.


Changes to Tax Credits

  • The federal child tax credit, introduced by the TCJA, is now permanent, and indexed for inflation.

  • The bill repeals multiple green energy tax credits beginning in 2026. These include credits for electric vehicles and residential energy credits enjoyed by many taxpayers.


Key Temporary Tax Provisions for 2025–2028
*

  • Tip Income Deduction: Taxpayers working in traditionally tipped industries may deduct up to $25,000 of tip income. The deduction phases out for individuals with income over $150,000 and for joint filers with income over $300,000.
  • Overtime Compensation Deduction: Overtime wages are now deductible—up to $12,500 for single filers and $25,000 for married couples. This deduction also phases out above the same income thresholds: $150,000 for individuals and $300,000 for joint filers.
  • Automobile Loan Interest Deduction: Interest on loans for select new vehicles is deductible up to $10,000. To qualify, the vehicle must be assembled in the United States. The deduction phases out for individuals with income above $100,000 and for joint filers with income over $200,000.
  • Investments in Qualified Opportunity Zones (QOZ)
    • The tax advantages to QOZ’s are permanent and now have a rolling 10-year designation.
  • Permanent Changes to Alternative Minimum Tax
    • Exemption increased to $1,000,000 for joint filers, and $500,000 for single taxpayers. 
    • These amounts are indexed for inflation starting in 2026. 
  • Estate & Gift Tax Implications
    • The unified estate and Generation Skipping Transfer Tax lifetime exclusion is increased to $15 million per individual and indexed with inflation. 
    • This expansion increases planning opportunities for passing additional wealth to heirs tax-free.

Additional Savings Opportunities

Trump Accounts

  • Treated similarly to an IRA, this is a new savings opportunity for children with contributions allowed until age 18 with a maximum annual contribution of $5,000. 
  • Contributions can be made by parents, grandparents, relatives, or entities and are not tax deductible.
  • Children born between January 1, 2025, and December 31, 2028, are eligible for a $1,000 contribution from the government to start their account.

Dependent Care Assistance 

  • Flexible Spending Account (FSA) limit increased to $7,500 for married taxpayers, or $3,750 for single filers effective starting in 2026.
  • This limit is not indexed for inflation. 

Changes for Qualified Small Business Stock

  • Provisions allow for exclusion of 50% of the gain if held for 3 years, 75% of the gain if held for four years, and up to a 100% exclusion if held for at least five years.
      
  • Gross assets to qualify for QSBS treatment have been increased to $75 million, and the maximum exclusion has been increased to $15 million. 

Business Tax Implications

  • 100% Bonus Depreciation Reinstated: The bill permanently reinstates 100% bonus depreciation for qualifying assets with a recovery period of 20 years or less, acquired and placed in service after January 19, 2025.
  • Section 199A Made Permanent: The 20% pass-through deduction for qualified business income under Section 199A is now permanent.
  • Corporate Tax Rate Set at 21%: The corporate tax rate is fixed at a permanent 21%, eliminating prior uncertainty.
  • Expanded R&D Expensing Options: Businesses may now choose to fully expense eligible domestic research and development costs or amortize them over five years.
  • New Bonus Depreciation for Qualified Production Property (QPP): A new 100% bonus depreciation category applies to QPP acquired or built after January 19, 2025. QPP includes facilities used for manufacturing, production, and refining of domestic goods, but excludes residential real estate.

What This Means for You

The One Big Beautiful Bill introduces sweeping tax changes that could have a meaningful impact on your personal and business financial strategies. While many provisions create new planning opportunities, they also bring added complexity.

Now is the time to reassess your tax and wealth strategy. Contact us to schedule a personalized planning session and ensure you are positioned to take full advantage of the new legislation.

*All temporary deductions are available to taxpayers, regardless of whether they take the standard deduction or itemize deductions on Schedule A. 

Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.
Let’s build your
financial future today.
Experience purpose-driven financial management designed around you and your family. Get a free investment audit today to discover the TMG difference.
Start with a free financial consultation.