This tax and spending measure solidifies numerous tax law changes originally enacted in the Tax Cuts and Jobs Act (TCJA) of 2017 and signed into law during President Trump’s first term in office. Read more.
The One Big Beautiful Bill (OBBB), enacted on July 4, 2025, is shaking up the tax world for everyone, from businesses focused on growth to families planning for their future. See why it matters.
Partner, Aprio Wealth Management
Aprio Wealth Management, LLCAt 19, Charlie was already starting his career in the financial services industry, working with various firms to enhance his financial literacy and provide clients with wealth advice. He specializes in financial planning, succession planning, and employer-sponsored retirement plans. Additionally, Charlie also authored several financial articles for various financial blogs.