Recent U.S. tariff changes are sending ripples across international markets, prompting businesses to reassess global trade strategies. Learn how these policies affect prices, supply chains, and tax planning opportunities.
Trump Accounts, introduced under the One Big Beautiful Bill Act, provide families with a new savings tool that combines tax benefits and long-term planning opportunities. Learn how parents, employers, and even charities can contribute, and why this provision may be a valuable addition to your family’s financial strategy.
Reforms introduced under the OBBBA include permanent increases, expanded eligibility, and higher credit rates to help offset rising childcare costs. U.S. families abroad may also benefit, making childcare more affordable at home and overseas.
Several key credits — including EV, residential solar, and energy-efficient home improvements — will now expire as early as 2025. While some incentives like the Clean Fuel Production Credit are extended, new restrictions and compliance rules mean businesses and consumers must act quickly to maximize benefits.
Lower rates, higher deductions, and revised itemized rules are among the significant changes for individual taxpayers under the One Big Beautiful Bill Act (OBBBA), signed on July 4, 2025. This article outlines the key updates and their implications for future tax planning.
The One Big Beautiful Bill Act introduces significant updates to both the state and local tax (SALT) deduction and the qualified business income (QBI) deduction. Understanding how the expanded SALT cap and permanent QBI deduction apply to individual taxpayer’s situation is essential for effective tax planning.
This article will provide a brief summary of the tax provisions in the OBBBA that impact businesses and will be followed by articles diving deeper into certain business provisions of the OBBBA to provide a more comprehensive overview with planning opportunities.
On July 4, 2025, the “One Big Beautiful Bill” (OBBB) was signed into law, which made permanent several provisions of the 2017 Tax Cuts and Jobs Act (TCJA), while expanding certain tax incentives. From an estate and gift tax perspective, the most significant change is a permanent increase to the estate, gift and generation-skipping transfer (GST) tax exemption amounts.
The One Big Beautiful Bill Act (the “OBBBA”) is landmark legislation passed on July 4, 2025 that has significant implications for individuals. The OBBB is comprehensive tax legislation and includes key changes to individual tax related provisions and incentives. Navigating these changes is complex, but understanding them is essential for effective tax planning.
Most dynasty trusts are now drafted as directed trusts. A directed trust is a trust that removes one or more powers or discretions traditionally held by the trustee and vests that power or discretion in a person who is either a special trustee or not a trustee at all.
The administration of Trade, Business & Fictitious Names (“DBA”) registrations in Delaware will be transitioning as of February 2nd , 2026. DBA Registrations will now be done through Division of Revenue through an online process and will apply statewide.
Making sense of U.S. taxes is no small feat—especially when you’re living across borders, juggling green cards, dual citizenships, and tax treaties. Whether you’re a globe-trotting entrepreneur, a recent immigrant, or an advisor guiding international clients, understanding the intricacies of U.S. income and transfer tax residency rules is essential.
