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Following our prior alerts on each of the House Ways & Means Committee and Senate Finance Committee versions of the One Big Beautiful Bill Act (OBBBA), the Senate passed its version of the OBBBA on July 1, 2025, returning the...more
Although the IRS is now on high alert for wealthy individuals, new and existing planning opportunities are available, such as tax-free gifts and other advantageous planning. Wealthy individuals and families should take...more