What the OBBB Means for You and Your Family

Written By Sarah Stevens

The One Big Beautiful Bill (OBBB) is one of the most sweeping financial policy shifts in recent memory. While headlines have mostly focused on middle-class tax relief, the real story is how this legislation opens new doors for wealth preservation, estate planning, and business strategy if you know how to use it.

At Pinnacle Advisors, we see this as a rare window for proactive families and business owners to align their tax, legal, and wealth strategies in ways that could protect and grow multigenerational wealth.

Key Opportunities at a Glance

  • Extended Tax Benefits: Many of the lower brackets and higher standard deductions from the 2017 Tax Cuts and Jobs Act are now permanent. This is helpful in long-term income and estate planning.

  • Generational Savings Accounts: The creation of new “Trump Accounts,” seeded for newborns and structured to convert into retirement IRAs, sets an important precedent for intergenerational wealth vehicles.

  • Business Owner Incentives: Higher small-business deductions (23% vs. 20%) and a return of 100% immediate expensing could translate into powerful reinvestment and succession tools.

  • Planning Window Through 2028: Certain benefits are time-sensitive, making the next few years crucial for strategies like Roth conversions, charitable giving, and proactive estate moves.

Realities to Keep in Mind

Every opportunity carries trade-offs. The OBBB increases the debt ceiling and introduces sweeping spending cuts in areas like healthcare and education. For high-net-worth families, this means:

  • Possible shifts in healthcare costs and private coverage demand.

  • A changing landscape for sustainable investing and philanthropy.

  • Greater importance of tax-efficient wealth transfers as public safety nets evolve.

Why Timing and Teamwork Matter

What makes this legislation different isn’t just the size of the changes: it’s the coordination required to capture its benefits. Tax, estate, and investment strategies are more interdependent than ever. For HNW families and business owners, that means:

  • Roth conversions that need careful timing.

  • Charitable strategies that may be more advantageous now than later.

  • Business transitions that can be structured with favorable deductions if addressed before phase-outs.

How Pinnacle Advisors Is Responding

We’ve already begun working alongside CPAs, attorneys, and business advisors to guide clients through:

  • Designing tax-smart pathways for Roth conversions and deductions.

  • Evaluating the role of Trump Accounts in multigenerational planning.

  • Stress-testing portfolios and estate plans against program cuts.

  • Modeling long-term scenarios that balance today’s opportunity with tomorrow’s risks.

Pinnacle Advisors’ collaborative model was built for moments like this. The OBBB opens a door, but it won’t stay open forever. If you haven’t reviewed how this legislation could shape your estate, tax, or business planning, now is the time to act.

Summary at a Glance

Opportunity Details

Tax Efficiency Standard deduction permanence, senior deductions, new perks

Future Wealth Trump Accounts for next generation

Business Growth Immediate expensing, increased small-business deduction

Risk Mitigation Cuts to social programs and incentives, rapidly approaching tax phase-outs

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Sources:

https://www.irs.gov/newsroom/one-big-beautiful-bill-act-of-2025-provisions

https://www.whitehouse.gov/obbb/

https://www.kiplinger.com/taxes/trump-pushes-for-one-bill-with-focus-on-tax-cuts

https://www.congress.gov/bill/119th-congress/house-bill/1/text

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance is no guarantee of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pinnacle Advisors [“Pinnacle”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Pinnacle. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Pinnacle is engaged, or continues to be engaged, to provide investment advisory services. Pinnacle is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Pinnacle’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.pinnacleadvisors.com. Please Note: Pinnacle does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Pinnacle client, please contact Pinnacle, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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Sarah Stevens
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