Insights and Resources
August 2025
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Short paragaph on this topic. Hopefully they aren't writing anything too long, but enough information about this magazine and what is expert in here.
In This Issue:
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OBBBA Opens New Estate Planning Doors: Don't Let This Window Close
With the federal estate and gift tax exemption permanently increased to $15 million per individual (effective 2026), high-net-worth families now have unprecedented certainty and opportunity to secure their financial legacy. But here's what many don't realize: this expanded exemption creates both immediate opportunities and urgent deadlines that require swift action.
Strategic Tax Planning Under the OBBBA: Maximizing Opportunities for Business Owners and High-Net-Worth Individuals
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, represents the most significant tax legislation since the Tax Cuts and Jobs Act. For business owners and high-net-worth individuals, this sweeping reform creates unprecedented planning opportunities—but only for those who act strategically.
State R&D Tax Credits: Recent Updates and Impacts
Aprio Insights on the State R&D Tax Credits: Recent Updates and Impacts. Read the article.
Three Trends That Will Fuel the Adoption of AI
AI has finally shifted from headline hype to practical help because three new tools remove the friction that kept it bottled up: the Model Context Protocol, autonomous AI agents, and AI-powered browsers. Here’s how they’re turning chatbots into true coworkers—and why your business should care.