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November 2025 Client Line Newsletter

The One Big Beautiful Bill Act (OBBBA) – here’s a brief overview of provisions in the OBBBA that you may want to consider during planning.

OBBBA Investor Highlights – the OBBBA creates federally managed tax-advantaged savings accounts for children born in the US from 2024 to 2028.

Year-End Tax Compliance – focusing on compliance and documentation is crucial for a smooth filing process.

November 2025 Client Profile

Budget Saving Tips for Holiday Travel – with smart planning you can enjoy the season without breaking the bank.

November 2025 Question and Answer

Attracting Top Talent for Your Business in 2026 – securing talent is essential for your business’s success.

Select OBBBA Provisions and Expirations at a Glance -provisions for taxes and student loans and their respective expiration dates.

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