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 Shauna Newton | Sep 30, 2025 | Estate Planning, Giving
When Jimmy Buffett passed in 2023, he left behind a $275 million estate consisting of $34.5 million of real property, $15 million of equity in Strange Bird Inc., which held Buffett’s interests in various planes, $2 million in musical equipment, $5 million in vehicles...
by Shauna Newton | Oct 4, 2023 | Blog, Giving
As we move into the last quarter of 2023 and the season of giving, it seems a good time to discuss charitable giving. Long-term giving plans, as opposed to spontaneous and sporadic gifts, provide many important advantages: more intentional giving, greater impact on...
