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This year brings unique opportunities and challenges following the passage of the One Big Beautiful Bill Act (OBBBA), which reshaped key provisions affecting estate planning, charitable giving, and income tax threshold. Signed into law in 2025, the OBBBA permanently extends key provisions of the Tax Cuts and Jobs Act of 2017 and introduces new measures aimed at easing the fiscal burden on individuals and estates. These changes also include adjustments to funding for certain social programs and green energy initiatives.

The client experience excellence is undergoing a profound transformation, with Agentic AI accelerating the shift. The goal is no longer just to serve the client well in a single interaction, but to connect every person, process, and digital interaction around a consistent, coherent, and human-centered experience. Powered by agentic AI, discover how leading organizations are delivering on the Total Experience promise by creating experiences that are anticipatory, effortless, and trusted.

The exponential advancement of AI technology is revolutionizing how wealth and asset management firms run their businesses and serve their clients. By transforming their strategies, business models, and operations through AI-enabled digital solutions, wealth and asset management firms are boosting productivity and savings, minimizing fraud and risks, creating frictionless employee and customer experiences, and driving new levels of profitability and growth.

The wealth and asset management industry is at a turning point, where AI is reshaping every part of it—from investment decisions to client engagement and compliance. While firm leaders and executives say AI is critical to their organization’s future, the research findings from this AI-Powered Investment Firm report and playbook reveal many are struggling to translate that ambition into successful AI transformation.

With the IRS releasing the 2026 cost-of-living adjustments (COLAs) for pension and 401(k) plan limit that also reflect the updates under the SECURE 2.0 Act, the changes will affect how much individuals can contribute to qualified retirement plans throughout the year. For the key highlights, view this summary of the indexed amounts for 2023 to 2026 for your wealth planning.

With the passing of the One, Big, Beautiful Bill Act (OBBB), the tax landscape was reshaped for high-income earners by making certain the Tax Cuts and Jobs Act provisions permanent and introducing some new tax breaks. Learn more on how the OBBB impacts your tax planning through this guide that offers a variety of strategies to minimize your taxes in the current tax environment.

With the passing of the One Big Beautiful Bill Act (OBBBA), the U.S. Federal Reserve cutting interest rates, and inflation showing signs of moderating, tax planning remains important for taxpayers seeking to manage cash flows and reduce their tax liabilities over time. As you close out 2025 and prepare for the year ahead, use this guide to help make informed decisions—and identify opportunities for reducing, deferring, or accelerating your tax obligations.

Private companies find themselves navigating a tax landscape marked by rapid change and increasing complexity. The wave of legislative, economic, and technological developments over the past year has created novel challenges. There are also new opportunities and risks that come with the One Big Beautiful Bill Act (the OBBBA), making proactive planning and compliance essential.