The One Big Beautiful Bill Act (OBBBA) introduced sweeping tax reforms—but many important provisions that affect high-income and high-net-worth individuals remained unchanged. Below are 10 frequently asked questions that clarify what stayed the same under the final law, signed July 4, 2025. 1. Can I make Qualified Charitable Distributions (QCDs) from my IRA to a […] The post 10 Key Planning Rules that Didn’t Change Under the OBBBA appeared first on Heritage Financial Services.
