Summary: The tax code changes made by last year’s One Big Beautiful Bill Act (OBBBA) were the biggest we’ve seen in years. These changes created new opportunities for those who know where to look. AAII Journal Editor Charles Robtlut, CFA, provides a clear overview of the new OBBBA legislation, explaining which provisions are temporary versus permanent. He guides you through the most important tax changes and how you can use them to your advantage.
Key Takeaways
● The major OBBBA-driven tax changes for 2026 and beyond
● Which changes are temporary and which are permanent
● Actions you can start taking now
About Our Speaker
Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, co-created AAII Dividend Investing and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including Money Life with Chuck Jaffe, CNBC and Kiplinger. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010.
Rotblut holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies. His experience includes working for Zacks Investment Research, Curian Capital, Investools, and McClure, Schumacher & Associates. Rotblut holds a bachelor's of science in journalism from the University of Kansas.