Tax Planning, Charitable Deductions, Gift-Tax Exemption

PART 4: One Big Beautiful Bill Act – Impact on Charitable Giving and Estate Planning

Kohrman Jackson & Krantz LLP on 8/18/2025

Signed into law on July 4, 2025, the OBBBA permanently extends many provisions from the 2017 Tax Cuts and Jobs Act while introducing new rules for charitable giving and increasing estate and gift tax thresholds starting...more

New Federal Estate and Gift Tax Lifetime Exemption Amount Begins in 2026 (and a Few Other Tax Law Changes of Note Under OBBBA)

Ice Miller on 7/16/2025

On July 4, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law and as a result enacted numerous significant tax law changes. While this short article will not address each aspect of the OBBBA, it will...more

[Webinar] Year End Estate Planning - December 13th, 3:00 pm - 4:00 pm PST

Stark & Stark on 11/29/2022

Robert F. Morris, Esq. will lead a discussion on important end of year estate planning topics, including: - End of year gifting including annual exclusion gifts; - Strategies for larger gifts; - Charitable gift...more

[Webinar] Year End Estate Planning - December 13th, 9:00 am - 10:00 am PST