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One Big Beautiful Bill (OBBB) Results in Major Estate and Income Tax Changes

After months of intense negotiations, on July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into law making various changes to the tax code that impacts estate, gift and income tax planning. Increased Estate, Gift...more

The CARES Act And Effects On Charitable Contributions

The coronavirus outbreak, the subsequent passage of the CARES Act by the federal government, and current low interest rates have changed the landscape of charitable contributions and planning in 2020. Charitable...more

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