| by Linda Cammuso, Estate Planning, Legislation, Tax Planning for Individuals, Tax Reform
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, marking one of the most significant shifts in federal estate and gift tax policies in recent history. Spanning nearly 900 pages, OBBBA addresses America’s long-standing uncertainty around the...
| by Brendan King, Estate Planning, Gift Tax, Tax Planning for Individuals
By Brendan T. King This is the first year that taxpayers will file income taxes under the Tax Cuts and Jobs Act of 2017. When the legislation was announced, it included a change to the Federal estate and gift tax exemption. While the change was a welcome one, it does...
| by Linda Cammuso, Tax Planning for Businesses, Tax Planning for Individuals, Tax Reform
By: Linda T. Cammuso: President Trump unveiled an ambitious tax cut reform plan soon after his inauguration. As of early March, we have learned that passage within the first one hundred days of his presidency is remote. While the very idea of the tax package is...
| Asset Protection, Estate Planning, General, Long Term Care Planning, Special Needs & Disability Planning, Tax Planning for Individuals
Often, after having signed their estate planning documents, clients convey the relief they feel at having finalized their documents. While signing your estate planning documents is undeniably important to the estate planning process, an equally important step of the...
| Tax Planning for Individuals
In the wake of the U.S. Supreme Court DOMA ruling in US v Windsor, many questions were raised about the effect on specific Federal laws and programs. The ruling opens the door to spousal status and benefits under Social Security, the Veterans Administration, federal...
| by Linda Cammuso, Tax Planning for Individuals
By Linda T. Cammuso In a highly anticipated ruling the U.S. Supreme Court declared portions of the Defense of Marriage Act (DOMA) unconstitutional. The provision of DOMA defining marriage as a union between one man and one woman was struck down and held to deny...
