Advisor Knowledge Hub

One Big Beautiful Bill Act: Three big picture pointers

One Big Beautiful Bill Act: Three big picture pointers

“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 Act became law on July 4, 2025. It’s an understandable question,...

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Tongue twister: OBBBA, IRAs, QCDs, and FAQs

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 mix. Let’s address five frequently asked questions we’ve been hearing from attorneys,...

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