Savant Wealth Management

2025 Year-End Tax Guide:
Navigating the One Big Beautiful Bill Act

Make the Most of the Tax Code Before 2026 Changes Take Effect

2025 Year-End Tax Guide: Navigating the One Big Beautiful Bill Act

Make the Most of the Tax Code Before 2026 Changes Take Effect

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checklist imageAs 2025 winds down, high-net-worth households face a rare planning window. The recently enacted One Big Beautiful Bill Act (OBBBA) and the scheduled phaseouts from the Tax Cuts and Jobs Act (TCJA) could significantly change the tax landscape starting in 2026. Acting before year-end may help you maximize deductions, capture time-sensitive credits, and protect your estate for future generations.

Our 2025 Year-End Tax Guide offers a concise checklist for those with $750,000 or more in investable assets. Use it to evaluate your opportunities, coordinate with your tax and financial advisors, and position your portfolio for the years ahead.

We typically work with clients who have at least $750,000 in assets. We also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.

As 2025 winds down, high-net-worth households face a rare planning window. The recently enacted One Big Beautiful Bill Act (OBBBA) and the scheduled phaseouts from the Tax Cuts and Jobs Act (TCJA) could significantly change the tax landscape starting in 2026. Acting before year-end may help you maximize deductions, capture time-sensitive credits, and protect your estate for future generations.

Our 2025 Year-End Tax Guide offers a concise checklist for those with $750,000 or more in investable assets. Use it to evaluate your opportunities, coordinate with your tax and financial advisors, and position your portfolio for the years ahead.

We typically work with clients who have at least $750,000 in assets. We also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.

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Savant By the Numbers

Savant Owl

17K+

Clients Served

1986

Year Established

46

Savant Offices

202

Employee Member-Owners

$34.2B+

Client Assets – AUM & AUA*

*Company statistics as of 10/1/2025. Client assets (as of 6/30/2025) refers to client assets under management (AUM) $32.9b and client assets under advisement (AUA) $1.3b.
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