The One Big Beautiful Bill Act (OBBBA) gives us more certainty — and potential opportunities — as high-net-worth individuals consider year-end tax planning strategies. Now is the time to take advantage of numerous options within the tax code to help reduce your individual tax burden.
Join us as we offer insights and ideas for high-net-worth individuals, including planning for income tax, itemized deductions, investments, charitable endeavors, estate and gift tax, retirement and more.
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