AI | Investing | Market | OBBBA | Wealth Management
Key Investment Themes in 2026
In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for in 20206.
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Using QCDs to Unlock the New Senior Tax Deduction
The deduction, available for tax years 2025-2028, offers up to $12,000 if married filing jointly and $6,000 for all other filers. Unfortunately, the deduction has a low phaseout range of $150,000-$250,000 if married filing jointly and $75,000-$175,000 for all others. For many seniors with required minimum distributions (RMDs), pensions, Social Security benefits, and investment income,…
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Should You Prioritize Charitable Giving in 2025 or Wait Until 2026?
Time is running out to make charitable contributions for 2025. With year-end approaching, now is the time to think about whether it makes sense to contribute in 2025 or wait until 2026. The new One Big Beautiful Bill Act (OBBBA) passed in July 2025 introduces several important changes that will impact charitable deductions starting next…
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Deductions | OBBBA | Planning | Taxes | Wealth Management
How to Give to Charity Under the New OBBBA Rules
The season of giving is almost here, and now is the perfect time to revisit your charitable plans with your financial advisor. Thoughtful planning can help you maximize both the impact of your gifts and the tax benefits you receive. Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring…
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What’s the Difference Between Estate and Gift Taxes?
Financial advisors regularly see this question come up from individuals and couples who are focused on multigenerational planning: What’s the difference between estate and gift taxes, and how do I make sure Uncle Sam doesn’t take more than his fair share? Avoiding estate taxes is top of mind for many clients who want to protect…
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CPA | Deductions | Depreciation | OBBBA | Planning | Taxes | Wealth Management
The Hidden Tax Torpedo in the One Big Beautiful Bill and How to Avoid It
There’s a lot to unpack with the One Big Beautiful Bill Act. It is the most sweeping piece of tax legislation since The Tax Cuts and Jobs Act of 2017. Perhaps the most impactful change from a tax planning perspective is the temporary increase of the state and local tax (SALT) itemized deduction from $10,000…
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Money | OBBBA | Planning | Wealth Management
Student Loans After the One Big Beautiful Bill Act: What Families Need to Know
August is often the last hurrah of summer—pool parties, back-to-school sales, and squeezing in every bit of sunshine. But for the one in six American adults with student debt, fall also brings less-welcome considerations: loan interest, repayment changes, and the big question, “What does this mean for me?” This year, there’s even more to unpack….
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What Families Need to Know About the New Tax Law
The One, Big, Beautiful Bill Act (OBBBA) has introduced significant tax changes that could affect families across the country. While many of the provisions aim to provide financial relief, the new rules can be complex. Below is an overview of the key changes. Adoption credit enhanced Parents who adopt may be eligible for more generous…
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Deductions | OBBBA | Planning | Taxes | Wealth Management
One Big Beautiful Bill: A Summary for Tax Planning
A sweeping new tax bill—officially called the “One Big Beautiful Tax Bill”—has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the…
