A September Letter to Clients: Big Changes to 529 College Savings Plans Courtesy of the One Big Beautiful Bill Act

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The tax code is getting a major rewrite after the passage of the One Big Beautiful Bill Act. What do the provisions mean for your clients? Help them get a start on understanding the changes with this month’s client letter.

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The One Big Beautiful Bill Act signed into law by President Trump will bring substantial changes to tax law affecting many of your clients. Get a jump on understanding the new law. Here are 12 of the OBBB’s key provisions.

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The enactment of the One Big Beautiful Bill Act is going to have far-reaching implications for tax and financial planning. In this second part of an overview of the Act, we take a look at six temporary provisions that may affect your clients.