Main Menu

CIBC Private Wealth

The OBBBA and you: Understanding the new tax legislation

November 12, 2025• Estate planning, Wealth planning
Share

The OBBBA and you: Understanding the new tax legislation

Loading...

The OBBBA and you: Understanding the new tax legislation

On July 4, 2025, President Trump signed the new law commonly known as the One Big Beautiful Bill Act (OBBBA). This sweeping Act extends or makes permanent many provisions of the 2017 Tax Cuts and Jobs Act while introducing many new tax provisions. Join our experts as we explore some key income tax highlights of the OBBBA and how they may impact you and your family.

Contributors

Theresa Marx

Theresa M.H. Marx

Managing Director•Director of Wealth Planning & Senior Wealth Strategist

Lucy Bickford

Lucy D. Bickford

Senior Vice President•Senior Wealth Strategist

Related insights and perspectives

Wealth planning

Curating a legacy

Collectibles and personal property often hold deep personal significance alongside financial and legacy value. In this webinar, experts from CIBC Private Wealth outline important wealth planning considerations for these assets, including preservation, valuation, transfer, gifting and sale, and approaches to help families navigate decisions with greater clarity and less conflict.
Estate planning

Navigating real estate decisions for your family’s future

Family homes and vacation properties carry deep emotional significance and excitement. At the same time, transferring these cherished assets can sometimes lead to unexpected results and disputes among loved ones. Our expert panel addresses key considerations and strategies for managing and transferring real estate across generations.
Wealth planning

The OBBBA and you

In this special edition of Wealth Planning Illuminated, Senior Wealth Strategists discuss the recently enacted legislation commonly referred to as the One Big Beautiful Bill Act, or OBBBA. While this legislation covers a lot of different areas, this discussion focuses on some of the individual income tax provisions that may impact you and your families.

Let’s connect

It’s your wealth.
Together, we’ll make it your legacy.

Connect with an advisor