The enactment of the One Big Beautiful Bill Act (“OBBBA”) on July 4, 2025 is the first key piece of tax legislation passed during President Trump’s second administration. While preserving much of the structure established...more
7/11/2025
/ Business Taxes ,
Corporate Taxes ,
Estate Planning ,
Federal Budget ,
New Legislation ,
One Big Beautiful Bill Act ,
SALT ,
Tax Credits ,
Tax Deductions ,
Tax Liability ,
Tax Planning ,
Tax Reform ,
Trump Administration
On May 28, the U.S. Treasury Department released its general explanation of the Biden Administration's U.S. tax proposals. Commonly referred to as the "Green Book," the explanation outlines the new U.S. tax proposals set...more
On March 25, 2021, Senator Bernie Sanders introduced legislation called “For the 99.5% Act.” This bill is aimed at the fortunes of the top 0.5% of wealthy Americans. ...more
3/26/2021
/ Beneficiaries ,
Estate Planning ,
Estate Tax ,
Estate-Tax Exemption ,
Gift Tax ,
Gift-Tax Exemption ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
High Net-Worth ,
Legislative Agendas ,
Proposed Legislation ,
Tax Planning ,
Tax Reform
Florida has long been known as a hot-spot for retirees and snowbirds to move for its sunny weather and beautiful beaches. In recent years, however, since the "SALT Deduction Cap" established by the 2017 Tax Cuts and Jobs Act...more
3/16/2021
/ Domicile ,
Estate Tax ,
Florida ,
Homestead Exemption ,
Income Taxes ,
Inheritance Tax ,
Local Taxes ,
SALT ,
State and Local Government ,
State Taxes ,
Tax Cuts and Jobs Act ,
Tax Deductions ,
Tax Planning ,
Tax Reform