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Our Three-Step Process
1
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
2
Evaluate
Using the Holland Group plan, we'll examine your current financial situation, and determine your retirement needs.
3
Plan
Receive a custom strategy to help you reach your unique retirement goals.
Free Guide
The One Big Beautiful Bill Act of 2025
The “One Big Beautiful Bill Act” (OBBBA) is reshaping the financial landscape. This legislation builds on the 2017 Tax Cuts and Jobs Act (TCJA), introducing permanent tax reforms and new opportunities for individuals, families and businesses. Act now to better understand what this may mean for you. Download our booklet to explore the key provisions and their impact on your financial future.
Key Highlights:
- Income Tax Reforms: Permanent extension of TCJA tax rates and increased standard deductions.
- Deductions & Credits: New benefits for seniors, expanded charitable deductions and enhanced child tax credits.
- Business Incentives: Permanent 20% Qualified Business Income deduction and reinstated 100% bonus depreciation.
- Estate & Gift Tax Updates: Increased exemptions for estates and lifetime gifts.
- Investment Opportunities: Revised Qualified Opportunity Zones and expanded Qualified Small Business Stock rules.
- Tax-Favored Accounts: Enhancements to 529 and ABLE accounts, plus the introduction of new Trump Accounts for children.
Free Guide
The One Big Beautiful Bill Act of 2025
The “One Big Beautiful Bill Act” (OBBBA) is reshaping the financial landscape. This legislation builds on the 2017 Tax Cuts and Jobs Act (TCJA), introducing permanent tax reforms and new opportunities for individuals, families and businesses. Act now to better understand what this may mean for you. Download our booklet to explore the key provisions and their impact on your financial future.
Key Highlights:
- Income Tax Reforms: Permanent extension of TCJA tax rates and increased standard deductions.
- Deductions & Credits: New benefits for seniors, expanded charitable deductions and enhanced child tax credits.
- Business Incentives: Permanent 20% Qualified Business Income deduction and reinstated 100% bonus depreciation.
- Estate & Gift Tax Updates: Increased exemptions for estates and lifetime gifts.
- Investment Opportunities: Revised Qualified Opportunity Zones and expanded Qualified Small Business Stock rules.
- Tax-Favored Accounts: Enhancements to 529 and ABLE accounts, plus the introduction of new Trump Accounts for children.
Get Even More Answers with Our Podcast
Retirement Success!
The Holland Group Retirement Wealth Advisors’ podcast covers financial planning, tax strategies and more. Find it on all major podcast platforms, including iHeartMedia, Apple, Spotify, YouTube and Amazon Music.
Retirement Success!
With Steve and Elizabeth Holland
Tips to maximize. Strategies to protect. Steve Holland tells you how to help keep your retirement assets on track.
Longtime radio endorser, Sean Hannity meets Steve Holland, Elizabeth Holland, Alisha Holland DeBernardi, and Anthony DeBernardi along with Late Night Fox host, Jimmy Faila during their Punchlines and Patriots Tour at Ruth Eckerd Hall in Clearwater, FL.
