TAX PLANNING
Keeping up with tax policies and their potential impact can be challenging. Our team of seasoned professionals is dedicated to providing personalized guidance, solutions and strategies to help you attain your goals. All while managing the impact of taxes and safeguarding your legacy.
The One Big Beautiful Bill Act (OBBBA) was passed and signed into law on July 4, 2025. In addition to permanently extending the individual tax rates from the Tax Cuts and Jobs Act of 2017, it expands deductions, depreciation allowances and more. Our latest thought leadership can help you gain the insights you need to make informed decisions in the months ahead as year-end approaches.
AFTER TAX RETURNS
Looking to reduce your tax liability? These articles can help.
Make market volatility work for you by turning today’s losses into tax breaks that can boost portfolio returns this year and beyond.
Planning considerations arising from the One Big Beautiful Bill Act.
Proven strategies for reducing taxes when selling a business.
ESTATE TAX
These resources can help lessen the burden and guide planning discussions.
Stay informed on everything you need to know about taxes in 2025. From estate taxes to AMT exemptions and social security tax limits, it’s all here.
Estate tax strategies, such as Graegin loans, are essential in preventing potential estate tax liability that can devastate the business upon the death of the owner.
REPORTING & LEGISLATION UPDATES
The latest on tax policy, starting with the OBBBA legislation.
How it will impact everything from charitable giving and education savings to business deductions and depreciation.
Unpack the most important provisions of the One Big Beautiful Bill Act and learn actionable strategies that may be worth considering.
Past performance is no guarantee of future results. This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation.
The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE.
The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA.
In the U.K. a number of the services associated with BNY Wealth’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818.
Investment management services are administered by BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, 160 Queen Victoria Street, London EC4V 4LA. Registered in England No. 1118580. Authorised and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Trust Company (Cayman) Ltd.
This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors.
This material is a financial promotion in the UK and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such.
BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.
Trademarks and logos belong to their respective owners.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. BNY is the corporate name of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.
©2025 The Bank of New York Mellon. All rights reserved.
WM-792757-2025-08-20