WHITE PAPER
The One Big Beautiful Bill Act: A Joint Perspective
The One Big Beautiful Bill Act (OBBBA) marks the most significant U.S. tax reform in more than two decades—transforming temporary provisions into permanent opportunities for strategic, long-term wealth planning.
This white paper, authored by meetperry in collaboration with professionals from Anchin, Block & Anchin LLP, provides a comprehensive look at how OBBBA reshapes the landscape for high-net-worth individuals, business owners, and entrepreneurs.
- Key Legislative Changes – Clear side-by-side comparisons of tax provisions before and after OBBBA
- Real-World Scenarios – Three in-depth family profiles showing the law's tangible impact
- Strategic Insights – Actionable tax, estate, and business planning considerations from leading professionals
Written in collaboration with:
Comprehensive White Paper • PDF format
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Meet the Professionals
Matthew Bernard
Founding Member, meetperry
Brent Lessey, CPA, MST
Tax Partner, Tax Leader - Consumer Products
Tara Burek, CPA
Tax Partner, Tax Co-Leader - Private Client
