Taxes Archives - Veris Wealth Partners Veris is a registered investment advisor and wealth management firm with impact investing expertise that has been helping families & foundations align their financial assets with their values since 2007 Tue, 23 Sep 2025 13:06:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.veriswp.com/wp-content/uploads/2024/10/cropped-xsAsset-2512-32x32.png Taxes Archives - Veris Wealth Partners 32 32 The OBBBA of 2025 – What Investors Need to Know & Potential Action Items https://www.veriswp.com/the-obbba-of-2025-what-investors-need-to-know/ Tue, 23 Sep 2025 13:06:42 +0000 https://www.veriswp.com/?p=15662 Tim Kingsbury, CFP examines some of the most significant changes the One Big Beautiful Bill Act (OBBBA) bill will bring for high-income-earning and high-net-worth taxpayers, as well as suggestions for action steps that readers may wish to consider in light of these shifts.

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