The One Big Beautiful Bill Act contains over 100 tax provisions—and your clients are seeing headlines, social media posts, and news reports filled with incomplete or conflicting information. Make sure your clients are getting the right information from you with our free tax planning client letter on OBBBA provisions.

This OBBBA tax planning client letter cuts through the noise with an accurate summary of changes they need to be aware of: permanent tax rate reductions, new deductions for tips and overtime, enhanced SALT limits, the phase-out of green energy credits, and more. Clients who understand what’s changed will be better prepared and more likely to reach out to you for further planning and consultation. We’ve designed this OBBBA tax planning client letter to translate legislation into plain language for your clients and make your tax season a little less of a headache.