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Will Tax Law Changes Impact Your Giving Strategy?
This is a summary of tax law changes related to charitable giving passed in 2025.
Valerie Flores, CPA•CFP®•EA
Nov 11
Q3 2025 Earnings Takeaway: AI-Driven Transformation
Recent earnings calls from leading companies reveal a seismic shift: AI-powered automation is revolutionizing operations, boosting...
Ryan Guttridge, CFA
Oct 4
Tax and Spending Bill Signed into Law
President Trump signed into law the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, after months of deliberation in the House and...
Valerie Flores, CPA•CFP®•EA
Jul 29
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