Sep 4, 2025 | Tax
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces sweeping changes to the U.S. tax code, with significant implications for charitable giving. Building on the 2017 Tax Cuts and Jobs Act (TCJA), the OBBBA aims to broaden participation in...
Jun 16, 2025 | Tax
High-income earners can bypass Roth IRA income limits using the backdoor Roth IRA strategy. This allows individuals to contribute to a non-deductible Traditional IRA and then convert those funds to a Roth IRA. This legal method has important tax considerations....
