Legacy clients will gathered to discuss hot topics at the Firm’s Nonprofit Roundtable on October 29. Partners Rose Doherty and Paul Doetsch spoke and moderated at the gathering. Contact Julie Tucek for more information, copies of the presentation and handouts.
A new tax-advantaged way to help children build up savings for the future was created by the One Big Beautiful Bill Act (OBBBA): Trump Accounts
- Individual Tax Alerts, Tax Info