Tongue twister: OBBBA, IRAs, QCDs, and FAQs
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the
September 14, 2025
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning
As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait,