As wealth managers, one of our primary goals is to stay apprised of changes that could affect our clients in the areas of retirement, tax, estate, investment, and preservation planning. While there was much packed into this act, we feel the following key items within the OBBB act are applicable to a large group of our investors and savers.

On March 11, 2021, the American Rescue Plan Act became law. It required the IRS to establish a program to help taxpayers with children....