by Shauna Newton | Sep 30, 2025 | Charitable Giving, Giving
The passage of the One Big Beautiful Bill Act (OBBBA) brings several key updates that may impact your charitable giving strategy and overall tax planning. While many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) were set to expire in 2025, the OBBBA locks in...
by Great Plains | Jun 9, 2022 | Blog, Charitable Giving, IRA, Tax
As Congress continues to debate tax proposals within the Build Back Better bill, many high-net-worth individuals have questions about how to plan for anticipated changes to their tax liability. Regardless of the legislative outcome, here are some annual considerations...
by Great Plains | Jun 1, 2022 | Blog, Charitable Giving, IRA, Tax
Now is the perfect time to consider your charitable giving for 2022. Getting started now gives you plenty of time to thoughtfully consider which charities matter most to you. It also gives you time to implement strategies to lower your tax bill and make the most of...
