On July 4, sweeping tax reform was signed into law through the “One Big Beautiful Bill” (OBBB). Join Brinker Simpson & Company for a high-level overview of this landmark legislation and what it means for individuals, family offices, and high-net-worth clients.
Tax Reform 2025: What the One Big Beautiful Bill Means for You
July 31, 2025 | 2–3 p.m. | Microsoft Teams
In this session, our tax experts will:
- Explain key provisions of the new law
- Share early insights and client questions
- Highlight important tax planning considerations
- Answer pre-submitted and live questions during a Q&A
This webinar is provided for educational purposes only and should not be considered tax advice. A follow-up session on business and corporate implications is coming soon. Questions can be submitted during registration. CPE credits will not be awarded for attending this webinar.
Presenters:
Andrew Brenner, CPA – Partner
Andrew has over 20 years of experience in public accounting and private industry. He advises high-net-worth individuals and closely held businesses on complex tax matters, including multi-state pass-through compliance and estate, trust, and gift taxation. His previous experience as an Assistant Controller gives him a practical, business-minded approach to tax strategy.
Alex Jones, CPA, MST – Senior Tax Manager
Alex focuses on tax compliance and planning for individuals, small businesses, trusts, and exempt organizations. He brings deep expertise in flow-through entities and strategic planning, blending technical skill with real-world insight.
Moderator:
Tom McGarrigle Jr., CPA – Partner
Tom has been a trusted advisor at Brinker Simpson since 2007, serving as a trusted advisor to business owners and high-net-worth individuals. He focuses on comprehensive tax planning and compliance, helping clients navigate both corporate and personal tax issues with a hands-on, relationship-focused approach.
With support from:
Hillary Alexander, CPA – Senior Tax Manager
Hillary brings more than a decade of experience working with high-net-worth individuals and middle-market companies. She specializes in tax planning for partnerships and closely held entities and leads internal mentoring and training efforts.
