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“One Big Beautiful Bill” and You

What the new tax bill might mean for your financial strategy.

New tax legislation has been dominating the news, and you may be asking questions like this:

What’s going to happen to my tax rate?
What’s the new deduction for people aged 65 and older?
What’s the new limit for lifetime gift and estate tax exclusions?
What’s the limit for the state and local tax (SALT) deductions?
When’s it a good idea to contribute to a Child Savings Account (“Trump Account”)?

The Mundell Group is here to help answer these questions and more. These are more than just changes to the tax law — they’re an opportunity to reevaluate your financial strategy and use these changes to your advantage.

Make an appointment now. Call 330-854-6555 today.