Charitable giving tax hurdle in 2026: OBBBA and the AGI Floor
Intense Life Desires High net worth donors face a new reality this year. As of Jan. 1, the...
OBBBA
Estate planning tax pitfalls to avoid in the wake of OBBBA
Since the One Big Beautiful Bill Act became law in July, there’s been much discussion...
How OBBBA changes the educators tax deduction in 2026
As teachers spend more of their own money on classroom supplies, the One Big Beautiful...
2025 End-of-Year Tax Planning Under OBBBA: Roth Conversions, Charitable Contributions, QBI Planning, And More
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, largely...
How OBBBA is changing tax planning and policy
President Donald Trump’s One Big Beautiful Bill Act, signed into law on July 4th, will...
Northwestern Mutual files tax case amid OBBBA meal crackdown
Financial advisors and tax professionals may have lots to chew on with the business owners...
OBBBA impact on charitable donation strategies
Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether...
IRS offers guidance on R&D expensing changes under OBBBA
The Internal Revenue Service has provided guidance on how to deal with the restoration of...
Real estate a big beneficiary of Trump’s OBBBA
Photographer: Nikita Sobolkov/nikkytok – stock.adobe.com Depending on the nature of the business, various provisions of...
What OBBBA means for HSAs: key takeaways for advisors
Health savings accounts (HSAs) remain one of the most versatile tools in a client’s financial...