On July 4, 2025, President Donald Trump signed into law the One Big Beautiful Bill Act (H.R.1) (OBBBA). This alert focuses on OBBBA changes regarding qualified small business stock (QSBS) and qualified opportunity zone (QOZ)...more
7/22/2025
/ Capital Gains ,
Estate Planning ,
Federal Taxes ,
Internal Revenue Code (IRC) ,
Investors ,
New Legislation ,
One Big Beautiful Bill Act ,
Opportunity Zones ,
Qualified Opportunity Funds ,
Qualified Small Business Stock ,
Small Business ,
Tax Avoidance ,
Tax Benefits ,
Tax Cuts and Jobs Act ,
Tax Planning ,
Tax Reform
Last week, President Donald Trump signed into law the One Big Beautiful Bill Act (OBBBA). At nearly 900 pages in length, OBBBA’s size lives up to its name by enacting sweeping changes to estate and gift taxes, income taxes,...more
7/15/2025
/ Estate Planning ,
Estate Tax ,
Exemptions ,
Gift Tax ,
High Net-Worth ,
New Legislation ,
One Big Beautiful Bill Act ,
Tax Cuts and Jobs Act ,
Tax Deductions ,
Tax Exemptions ,
Tax Planning ,
Tax Reform ,
Trump Administration ,
Trusts
On September 13, the House Ways & Means Committee proposed new tax provisions as part of the Build Back Better Act. The proposal includes many substantial tax changes that would affect personal income tax and business tax...more
On March 27, the United States House of Representatives passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act (the “Act”), and the President signed it into law. This alert summarizes key tax and employee...more
First, and most important, we are thinking of all of our clients and friends and hoping everyone is safe and healthy at this challenging time.
We have heard the following statement frequently of late: “Never let a crisis...more