Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life. For career opportunities please visit careers at Summitry.
Team
Insights
Pages
- Let's Talk
- Phone / Directions
OBBBA Decoded: What the New Law Means for You
Aug 14, 2025
President Trump signed the One Big Beautiful Bill Act (OBBBA) into law – a sweeping legislation that could reshape retirement, tax, and estate planning for Bay Area families and individuals. As part of our ongoing commitment to keep you informed and prepared, we invite you to a live webinar hosted by Summitry’s Financial Planning Committee. We’ll walk you through the key provisions—and how we’re thinking about them in the context of your plan.
Topics covered:
- Overview of major OBBBA provisions and why they matter
- Potential macroeconomic impacts of OBBBA
- Planning impacts for Bay Area professionals, retirees and business owners
- Recommended actions to safeguard and optimize your strategy
- Live Q&A
This session is part of how we help you stay proactive—not reactive—as the financial landscape evolves.
GET THE NEXT SUMMITRY POST IN YOUR INBOX:
MORE INSIGHTS AND RESOURCES
Let's talk
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Alex Katz
President
