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. 

CLICK HERE TO REGISTER

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.