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legislation

3 free checklists and guides on legislation.

What Important Issues Should I Consider Regarding Changes Made by the OBBBA?

The One Big Beautiful Bill Act touches tax, family, and education planning. See what's worth reviewing in your own plan.

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Comparing Tax Law Before and After the OBBBA

The One Big Beautiful Bill Act changed several tax provisions. See a side-by-side comparison of what changed.

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What Important Issues Should I Consider Regarding Changes Made by the SECURE Act 2.0?

SECURE Act 2.0 changed retirement account rules on a rolling schedule. See what's already in effect and what's still coming.

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