Key Highlights for 2025 Year-End Tax Planning: What You Need to Know
December 10, 2025
Tax year 2025 is marked with major tax law changes resulting from the passage of the One Big Beautiful Bill Act (OBBBA) and extension of
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Tax year 2025 is marked with major tax law changes resulting from the passage of the One Big Beautiful Bill Act (OBBBA) and extension of
by: Chris McGraw, JD, LL.M. Introduction Often, closely held businesses are the cornerstone of wealth creation for ultra-high-net-worth families. Yet for owners, the business is
by: Chris McGraw, JD, LL.M., Senior Wealth Strategist Introduction Grantor Retained Annuity Trusts (GRATs) are widely used in estate planning to transfer wealth to beneficiaries
ARTICLE HIGHLIGHTS The One, Big Beautiful Bill Act, signed into law on July 4, 2025, marks a significant shift in the U.S. tax landscape by
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