On July 4th, a new tax bill was signed into law—formally called the One Big Beautiful Bill Act—that includes several changes affecting individuals, families, retirees, and business owners.
To help you understand what’s changed and how it may apply to your financial plan, we’ve put together a collection of helpful resources:
Pulse Check - Episode 2: What the New Tax Bill Could Mean for You
In this episode the Pulse Financial Services team breaks down the new tax bill signed into law on July 4, 2025, and discussses the potential impact on individuals, famlies and retirees.
Watch the Video
2025 Tax Bill Video Overview — Key Changes & Planning Opportunities
A short, high-level walk through of the new tax law, highlighting: What's permanent vs. temporary, who could benefit from new deductions, credits, and estate planning moves and why timing matters for several provisions.
Watch the Video
Tax Law Summary — “What the New Bill Means for You”
A quick, one-page overview of the most relevant updates, including deductions, credits, and key planning considerations.
View Summary PDF
UPDATED 2025 Key Financial Data Sheet
Our updated annual reference guide, including brackets, contribution limits, estate thresholds, and more—now reflecting the new law.
View 2025 Key Data Sheet
Some changes take effect immediately, while others begin in 2026 or expire in a few years. It’s a good time to review your plan and talk with your advisor or tax professional about how these updates could affect your situation.
If you'd like to schedule a time to talk through your personal financial plan, just give us a call or send an email—we're happy to help.