Financial Planning Update - Fall 2025
November 25, 2025
In our Fall Financial Planning Newsletter, we outline the most impactful updates from the One Big Beautiful Bill Act (OBBBA) - including temporary SALT relief, expanded senior deductions, new tax breaks for overtime and tip income, revised charitable giving rules, and the launch of Trump accounts.
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Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
