The One Big Beautiful Bill Act (OBBBA) created a new type of retirement account known as a Trump Account. These savings accounts are designed to help parents, grandparents and even…
Estate Planning Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) significantly reshapes the estate planning landscape by permanently increasing the lifetime gift and estate tax exclusion to $15 million per individual or $30…
Qualified Opportunity Zones
The One Big Beautiful Bill Act (OBBBA) introduces multiple changes to the Qualified Opportunity Zone program, which will benefit investors and those living in Qualified Opportunity Zones. What are Qualified…
Key Changes to 529 Accounts
The recently passed One Big Beautiful Bill Act (OBBBA), along with the SECURE Act 2.0 of 2022, expands the utilization requirements of 529 plans. These new rules provide meaningful tax-saving…
