Tag: proactive

How OBBBA Reshapes Charitable Giving

Written by Chris Robinson on December 12, 2025. Posted in Tax.

How OBBBA Reshapes Charitable Giving Starting in 2026, the One Big Beautiful Bill Act (OBBBA) brings significant changes...

Alternative giving strategies using donor advised funds, charitable trusts, consider pre-funding large or multi-year gifts in 2025, estate and gift-tax planning, integrated planning under OBBBA for 2025 and 2026, OBBBA changes for corporate giving, OBBBA changes for itemizers, OBBBA changes for non-itemizers, proactive, qualified charitable donations, schedule a review with your wealth advisory

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