TheLiveBigWay® Digest: We’re Focused on You
It’s hard to believe we’re already talking about year-end, but time has a way of moving quickly. As the calendar winds down, the One Big Beautiful Bill Act (OBBBA) remains a central focus of our planning work for Clients. Earlier this year, we outlined the bill’s key changes, and today in Part 2, we’re exploring how updates to SALT deductions, charitable giving, and senior benefits may impact future planning. Continue reading to see how the latest twists in the tax code could shape your next move.
As we noted above, our focus through year-end is on helping each Client’s financial puzzle come together just right. Some pieces – like time-sensitive deadlines and decisions – are on your to-do list, while others – like the strategy discussions, detailed analyses, and behind-the-scenes coordination – are ours to manage. We’ve put together this guide to highlight Your Focus and Our Focus so that together, we can close out the year confident and organized.
Do you pay your Federal taxes or receive refunds by check? Soon, that’ll be a thing of the past. Per an Executive Order signed by President Trump in March 2025, the IRS will no longer issue or accept paper checks after September 30, 2025. But don’t fret – paying your taxes online is quick and simple, and we’ve got you covered with a step-by-step guide to walk you through the process.
When headlines seem to bring more questions than answers, it’s natural to feel a level of uncertainty. Two of Yeske Buie’s expert leaders, Lauren Stansell and Yusuf Abugideiri, will be going live on Thursday, October 30 at 11am PT | 2pm ET to address your concerns, share our thoughts on what’s most impacting your financial plan and portfolio. Register today to join us for this timely conversation about how and why we’re built to weather the changing seasons (and policies).
Every member of the Yeske Buie team plays an integral role in shaping the Client experience, whether they’re meeting you directly or supporting you behind the scenes. Today, we’re delighted to introduce Tricia Lowney, our new Communications Support Specialist, whose creativity and passion for connection help our communications reflect the care and purpose that define Yeske Buie. Learn more about Tricia in this edition of Meet the Team.
