What the 2025 Tax Season Taught Me About Smarter Wealth + Tax Strategy for 2026
Learn what the 2025 tax season revealed about smarter wealth and tax planning for 2026, including OBBBA changes, SALT deductions, charitable planning, and high-earner strategies.
What do I need to know about the “One Big Beautiful Bill Act” Changes and How it Impacts Me
Signed into law in July 2025, the One Big Beautiful Bill Act (OBBBA) is one of the most sweeping tax updates in years. While it touches many areas of the tax code — from mortgage deductions to philanthropy to estate planning.
Here’s the plain-English breakdown of what’s new, what it means, and the strategies that can help you keep your tax benefits while supporting the causes you care about.