Download The One Big Beautiful Bill Act Overview

Inside, you’ll find a breakdown of the most important tax law changes affecting Roth conversions, plus key planning opportunities to consider before 2026.

✅ What You’ll Get:

• A clear summary of major tax code updates from the One Big Beautiful Bill Act (OBBBA) — including tax brackets, standard deduction changes, and new rules for tips and overtime income

• A breakdown of how phaseouts and cliffs could affect Roth conversion timing and amounts

• Practical planning insights — including donor-advised fund strategies, tax gain harvesting, and bunching deductions to optimize the SALT cap