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Analysis of Estate Planning and Individual Tax Changes Under the 2025 Tax Legislation

For individual clients, the Legislation provides estate and tax planning opportunities, including through the increase in the federal gift, estate and generation-skipping transfer (GST) tax exemptions....more

Analysis of the 2025 Federal Tax Changes Under the “One Big Beautiful Bill” Legislation

The race to remake portions of the Internal Revenue Code (Code) and to prevent expiration of certain Tax Cuts and Jobs Act (TCJA) provisions reached completion with Legislation signed by President Trump on July 4, 2025....more

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