With the passing of the One Big Beautiful Bill Act (OBBBA), investors must now get up to speed on all the impacts of this legislation, which includes significant changes to the U.S. tax code.

That's why we have put together our Tax Guide for 2025 and Beyond.1 This clear, easy-to-read guide includes the information every investor must know about how these changes could affect your personal financial strategy.

This helpful resource summarizes the law’s most relevant tax provisions, including these areas:

  • Individuals & Families—Changes to deductions, credits, and income thresholds
  • Small Business Owners—Tax incentives related to pass-through income, equipment depreciation, and more
  • High-Income Households—Where deduction phaseouts begin and how to plan around those income cliffs
  • Seniors & Retirees—Opportunities to reduce taxable income and optimize retirement distributions
  • Quick Reference Table—Our high-level overview of key provisions, with phaseout thresholds and planning notes

If you have $500,000 or more, fill out the form to get your free guide today!

NOTE: Zacks Investment Management is not a tax advisor, and this guide is provided for general informational purposes only. Final IRS guidance on OBBBA provisions may further clarify or alter some interpretations. We strongly recommend consulting a qualified tax professional regarding your specific situation.

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