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On July 4th, the One Big Beautiful Bill (OBBB) was signed into law. The effects on taxes are wide-ranging, and there has been much commentary on tax brackets, changes to the state and local tax (SALT) deduction, and other aspects of individual taxes. What has been less discussed prior to passage and signing are changes to the deductibility of charitable gifts. Here are the highlights. Charitable gifts can be deductible even if you don’t itemize… to a point Taxpayers who choose not to itemize th

In this session of our Financial Foundations series, discover how to discuss money within your family, foster financial literacy in kids, and plan for generational wealth transfer.

New York, NY, August 19, 2025 – Wealthspire Advisors is proud to announce that Executive Vice President of Business Development, Rick Van Benschoten, CFP®, has been honored as a 2025 recipient of the prestigious Sam Snead Award by the Metropolitan Section of the PGA of America, along with former founding partner of Lenox Advisors, Michael Book. The award will be presented to both honorees at a special awards dinner this November. Established in memory of golfing legend Sam Snead—celebrated for

In this episode, Sandy Wiggins and Conrad Garcia explore critical tax planning strategies for business owners preparing for a sale.

In this episode of Navigating Special Needs Planning, host Mike Delgass sits down with experts Rich Yam and Heather Flanagan to explore how families can best support school-aged children with special needs.

In this episode of Collecting with Confidence, Oliver Pursche speaks with Steven Pincus, Senior Managing Director at Risk Strategies, about the critical role of insurance in protecting art and collectible assets.

Have you ever wondered if you’re making the most of your money or if you should be doing something differently? You’re not alone. There’s a common misconception that working with a financial advisor is only necessary later in life once you’ve accrued substantial assets, but the reality is that it’s never too early to start securing your financial future. Even small decisions early on can have significant impact on later goals. There are certain milestones and scenarios that can indicate it’s th

Written and compiled by 2025 Summer Marketing Intern Olivia Huntley-Robertson My name is Liv Huntley-Robertson, and I am a rising senior at Chapman University pursuing a degree in Communications. This summer, I had the wonderful opportunity to enter the world of marketing as an intern on the Wealthspire Advisors team. I came into this internship eager to apply what I’ve learned in the classroom, but my experience this summer surpassed anything I could have imagined. From my first day, I could t