Category: Taxes

How OBBBA Changes Charitable Deductions

Are you aware of the charitable deductions changes resulting from the One Big Beautiful Bill Act (OBBBA), effective in 2026? In short, the tax code is shifting from a broad-based incentive model to a threshold-based incentive model. This, in turn, rewards larger, more intentional giving and encourages structured planning vehicles. Let’s explore in more detail.…

Managing New Tax Changes to Optimize Your Financial Plan

Tax changes represent a valuable opportunity for you to review your financial planning. Have you optimized yours? As former Senator Max Baucus once observed, “tax complexity itself is a kind of tax.” While this is the case every year, this is especially true in 2026 as many significant tax policy changes create new tax and…