The Biden Tax Plan
Impact of Tax Reform on Charitable Giving
The One Big Beautiful Bill Act (OBBBA), signed by President Donald Trump on July 4, 2025, brings sweeping changes to the tax code. While the name may sound like a marketing pitch, the law itself includes significant updates...more
March Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The March ยง 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and...more