Tax legislation: What’s the latest?

Tax legislation: What’s the latest?

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed the House by a narrow margin in May.  The OBBBA, with nearly 900 pages of provisions,...
Charitable mindset: What are clients thinking?

Charitable mindset: What are clients thinking?

Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters...
More questions than answers: Pending tax legislation

More questions than answers: Pending tax legislation

There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes are expected...
Refresher course: Charitable gift annuities 

Refresher course: Charitable gift annuities 

If you are fielding questions about charitable gift annuities (CGAs) here are some reasons they may be on your client’s mind:   A $54,000 opportunity  Word is finally getting out about the availability of a one-time Qualified Charitable Distribution...