Camila Gonalez Whalen
What OBBB Means for Charitable Contributions
New Rules for Charitable Deductions Starting in 2026 For years, charitable giving rules have shifted with each round of tax legislation, leaving individuals and corporations uncertain about what’s next. The One Big Beautiful Bill (OBBB) Act is the latest in this evolution, introducing new opportunities and limitations that will take effect in 2026. Some provisions […]
Estate Tax Exemption Could Decrease to $6M on January 1, 2026
The federal estate tax exemption is the amount you may give away during your lifetime and own at your death without that being subject to the IRS’s 40 percent estate tax. Any assets you own at your death that exceed the current estate tax exemption are subject to a 40 percent tax on its fair […]
Asset Protection Strategies for High-Net-Worth Individuals
Asset protection strategies can form a legal and financial separation between professional and personal assets. This can limit your personal liability should a legal or creditor claim be made against your business, rental property, or professional practice. Asset protection strategies can also be designed to safeguard assets during a divorce and can notably enhance your […]