Timing is everything: Mapping out clients’ 2025 charitable giving plans and how OBBBA affects them
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity, opportunity, and, for some, urgency. The OBBBA reshapes both how much a client …
Welcome to Our New Blog!
We’re excited to launch our brand new blog! 🎉 This is where we’ll share updates, behind-the-scenes looks at what we’re working on, helpful tips, upcoming events, and more. Whether you’re a longtime supporter or just stopping by, we hope you find something here that informs, inspires, or makes you smile. Be sure to check back …