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...