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Category: Tax Services

Feeling Charitable? Act (or Don’t Act) Now

The One Big Beautiful Bill (“OBBBA”) preserved one familiar charitable giving rule, but quietly changed several others in ways that make timing more important than…

Overview of the Budget Reconciliation Bill: the “One Big Beautiful Bill Act”(PL 119-21)

On July 4, 2025, President Donald J. Trump signed into law the so called ‘One Big Beautiful Bill.’ The law effectively extends many of the…

Corporate Transparency Act Beneficial Ownership Reporting – 3.24.25 – UPDATE

UPDATE: 3.24.2025: All entities originally established in the United States, including those previously classified as ‘domestic reporting companies,’ and their beneficial owners are now exempt…

Estate Planning Q&A: Plan for estate tax and GSTT liquidity

ARTICLE | February 11, 2025 Authored by RSM US LLP Will your loved ones have the cash to pay the estate tax after you’re gone?…