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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

Introduction The One Big Beautiful Bill, signed into law on July 4, 2025, includes a groundbreaking initiative known as the Invest America Act, which establishes tax-advantaged investment accounts for children. This legislation is designed to provide every American child with a financial head start and encourage long-term saving and investing from an early age. It is a serious and optimistic step toward promoting economic opportunity and generational wealth. The idea behind the Invest America A

The One Big Beautiful Bill Act (OBBBA) will have a significant impact on certain provisions of the Internal Revenue Code. Four major areas of change include the increase of the estate/gift/GST tax exemption, the state and local tax (SALT) deductions, and the qualified small business stock and qualified opportunity zone regimes. Federal Estate/Gift/GST Tax Exemption Under the 2017 Tax Cuts and Jobs Act (TCJA), the current estate/gift/GST tax exemption of $13.99 million per U.S. person was schedu

In our last blog, we broke down what AI is, its significant impact on markets today, and how it’s evolving. We also emphasized the importance of cutting through short-term hype and focusing instead on long-term, value-driven investment opportunities. In this follow-up, we’re taking a closer look at the industries and sectors that could benefit most from AI, both directly and indirectly. We’ll also explore how AI trends are manifesting in both the public and private markets and what it means for

On July 4th, 2025, President Trump signed the "One, Big, Beautiful Tax Bill" into law, following passage by both the House and the Senate. The Senate passed the bill on Tuesday, July 1st, 2025, by the narrowest possible margin—51-50—with Vice President J.D. Vance casting the tie-breaking vote. The House subsequently approved the Senate version without amendment, sending the bill to the President just in time for his self-imposed July 4th deadline. We have prepared a comprehensive chart below th

Experienced investors understand the value of diversification and appreciate the importance of spreading risk globally, across equities, fixed income, real estate and beyond. For affluent U.S. investors, an additional layer of strategic diversification has gained importance, jurisdictional diversification. This approach involves placing assets under the legal and regulatory frameworks of more than one country, rather than concentrating all wealth within the U.S. financial system. It not only ad

Artificial Intelligence (AI) is no longer a futuristic concept. It is a powerful technology actively reshaping the global economy. By taking on both repetitive tasks and advanced analytical work, AI is helping companies improve efficiency and gain a competitive edge. It’s essential for investors to stay well-informed about AI and the impact it can have on markets, the economy, and their investment strategies. This is the first of a three-part series on AI’s growing role in markets and the econo

Collectible cars have long been a favorite among alternative asset investors and automobile enthusiasts alike. As they combine historical allure with potential financial appreciation, collectible cars offer a unique and tangible way to diversify investment portfolios. However, navigating this market requires knowledge of what makes a car valuable, awareness of current investment trends, strategic risk management, and the right insurance coverage. Let’s dive into these aspects to help you make i

New Filing Deadline and Current Requirements As of February 18, 2025, the Corporate Transparency Act (CTA) is back in effect following the lifting of the last injunction that restrained its enforcement.1 The U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) has extended the filing deadline to March 21, 2025, for most reporting companies. This extension aims to provide additional time for entities to comply with the new requirements. Under the CTA, most businesses are requ