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See How Trump’s New Tax Law Could Change Your 2025 Return

The “One Big Beautiful Bill” is now law—and it could reshape your taxes, estate plan, and legacy in the years ahead. An EP Wealth advisor can provide a complimentary, no-obligation analysis based on your situation to illustrate potential impacts and discuss strategies that may be considered. Exclusively for investors with $1MM+ in assets.

👉 Book your complimentary 2025 Tax Impact Analysis today—limited sessions available.
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How It Works

Your personalized 2025 Tax Impact Analysis is delivered in just three simple steps.
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Get Started
Request your complimentary tax return analysis, and an EP Wealth representative will reach out to collect the information needed to prepare your review.
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Personalized Analysis
Our team will run the numbers based on your information and coordinate a convenient time for you to review the results with an advisor.
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Advisor Guided Review
Meet with a licensed EP Wealth financial advisor to walk through your tax analysis. You’ll see the potential impact of upcoming tax law changes and discuss strategies that may be worth considering.

Access Personalized Planning-Based Advice

EP Wealth Advisors is a fee-only fiduciary, headquartered in Torrance, CA, with offices nationwide. In 2024, we proudly celebrated 25 years of serving high-net-worth individuals, families, and business owners by providing tailored strategies in tax, estate, and retirement planning—among other specialized services. Recently, we were honored to be ranked #13 on Barron’s Top RIAs list, with over $40.5 billion (as of 9/30/25) in assets under management. Connect with our team today to schedule a complimentary consultation with an Advisor who is hand-selected to align with your unique needs and priorities.
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Unlock Your 2025 Tax Impact Analysis

Trump’s new tax law is now in effect — do you know what it means for your 2025 return? With $1MM+ in assets, even small changes could have a major impact. Request your complimentary session today!
Get Started

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The complimentary offer referenced here will analyze the potential impact of the One Big Beautiful Bill Act (OBBBA) on your 2025 tax outlook, utilizing your 2024 tax returns.  The offer is limited to, and can only be provided to, individuals with $1MM or more in investable assets. It includes an initial call or meeting with an Investment Adviser Representative (IAR) of EP Wealth to discuss and assess your current financial situation, followed by a subsequent meeting or call to share our observations and insights.  Please note: The analysis will be reviewed and discussed during a virtual meeting (e.g., Zoom), and will not be emailed or shared in full outside of that setting.  No additional services will be provided. EP Wealth Advisors’ obligation is limited to extending an offer to provide these services. It is the responsibility of the individual requesting the consultation to accept the service offered. No guarantee or warranty can be made that any of the information discussed or relayed in these meetings will be suitable or relevant. The meeting to review the potential impact of the OBBBA on your 2025 tax outlook limited in nature and is not intended to be regarded as an attempt to provide comprehensive tax or financial advice.

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