Wealth is personal,
so is Whittier Trust.
Wealth is personal,
so is Whittier Trust.
Protect Your Loved Ones. Ensure a Lasting Legacy.
OUR LATEST THINKING
Key Observations and Whittier Trust Insights on the “One Big Beautiful Bill”
On July 4, 2025, President Trump signed into law H.R. 1, otherwise known as the One Big Beautiful Bill (“OBBB”), which made permanent many provisions of the 2017 Tax Cuts and Jobs Act (“TCJA”), accelerated the elimination of green energy tax credits introduced as part of President Biden’s Inflation Reduction Act, while delivering targeted tax relief to seniors and working class taxpayers. The bill represents the third significant piece of tax legislation implemented via budget reconciliation in the last four […]
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Why Whittier?
From Investments to Family Office to Trustee Services and more, we are your single source solution. Just like you, we're independent and unique. And that's how we treat your needs.
