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Philanthropic and Charitable

5 tips for purposeful charitable giving

Explore how these charitable giving strategies can help you maximize your impact and tax savings.
Adding structure to your charitable giving strategy and thinking long term can create better outcomes for both you and the organizations you support.

Hank Dunbar

Charitable & Philanthropic Services Manager

INTEL

Understanding the 2025 SALT deduction

How does the increase in the SALT tax deduction cap affect your tax liability?
With the OBBBA signed into law, you may now take advantage of the increased SALT deduction cap.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

Podcasts

Family meetings that drive succession success

How to avoid common missteps and preserve your family's legacy.
The sooner you have these conversations, the more room you have to build trust and alignment before decisions become urgent.
Philanthropic and Charitable

Is your nonprofit ready for the OBBBA?

Explore how the One Big Beautiful Bill Act impacts nonprofits and what it means for your financial strategy.
These changes will require nonprofits to rethink their fundraising strategies, reassess donor pipelines and prepare for heightened operational pressure.

George Burnette

JD, CFP, ATFA, TEP VP, Philanthropic & Charitable Strategist

INTEL

A historic repeal of state capital gains taxes is here

Could Missouri's repeal of state capital gains taxes lead to other states following suit?
Missouri residents no longer pay state capital gains taxes on the sales of stocks, bonds, real estate and other investment options starting in the 2025 tax year.
Tax Planning

Potential effects of OBBBA on taxes and estate planning

The OBBBA will have impacts on estate taxes, charitable giving and long-term wealth planning.
The One Big Beautiful Bill Act is a significant update that extends key provisions of the TJCA while introducing new incentives for high-income earners and their families.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

Planning

Navigating financial planning as a law firm partner

From uneven cash flow to complex tax obligations, explore the top financial challenges new law firm partners face—and how to plan for them.
As a partner, your income will depend not only on your productivity but also on the firm's performance.
Business Planning

How a new tax law impacts QSBS and the capital gains exemption

A new tax law expands the QSBS and the capital gains exemption. Learn how it impacts founders, investors and others planning a business exit.
If you're a founder, angel investor or employee of a successful early-stage company, certain qualifications might help you protect up to $10 million from federal taxes.

Ann Lucchesi

Senior Director

INTEL

Proposed legislation could bring deeper tax cuts to seniors

New proposals before Congress could bring deep cuts to taxation on seniors, potentially saving them thousands of dollars every year.
Two new bills introduced in Congress—the Bonus Tax Relief for America's Seniors Act and the Tax Relief Unleashed for Seniors by Trump, or TRUST, Act—aim to bring meaningful tax relief to millions of older Americans.
INTEL

28 top tax changes in the new federal law

New or expanded deductions, credits and limits that impact nearly all taxpayers.
OBBBA is more than just an extension of the TCJA. Instead, it represents a significant overhaul of the federal tax code.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

New IRS rules for crypto transactions

How you'll report gains, losses and payments is changing.
Significant changes to digital asset tax rules take effect in 2025, impacting how individuals and businesses report transactions.
Podcasts

Exit planning: Why timing is everything

Listen to explore why early exit planning is key to success for business owners of all ages and industries.
Your business exit isn’t just a transaction—it's a turning point that shapes your legacy, identity and financial future.
Podcasts

When your business is your personal wealth

Listen to learn the hidden risks of tying personal wealth to your business in the first episode of Building More Than Business.
Separate personal and business finances from the start and use an informal valuation to support early decision making.
Business Planning

Plan a rewarding exit from your business

When it's time to sell your business, learn how to navigate the options available to you.
From selling to an outside buyer to transferring ownership to family, employees or partners, there are several paths to consider as you plan this milestone.
INTEL

US Treasury is phasing out paper checks

Learn what a new executive order phasing out paper checks means for you.
A recent executive order mandates that the US Treasury no longer issue paper checks for federal disbursements as of September 30, 2025.
Business Planning

The strategic value of retirement plan benchmarking

Explore key strategies for retirement plan benchmarking to control costs, maintain compliance and boost employee participation.
If you're not benchmarking, you're likely leaving value on the table.

Showing 1 - 16 of 94 results

Showing 1 to 16 of 94 results

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