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Estate Planning After OBBBA: How Fund Managers Can Leverage the $15 Million Exemption

global Tax

Estate Planning After OBBBA: How Fund Managers Can Leverage the $15 Million Exemption

Under the OBBBA, the federal estate and gift tax exemption increases to $15 million beginning in 2026. This shift moves the estate planning landscape away from the recent “use it or lose it” mindset, to one where taxpayers are looking at squeezing, freezing, and shifting future appreciation.

By Patrick Darcy December 30, 2025

Business View All

RI Savers Retirement Savings Plan vs. 401(k): What Rhode Island Businesses Should Consider

RI Savers Retirement Savings Plan vs. 401(k): What Rhode Island Businesses Should Consider

By Jessica O. Ashley

Business Valuation View All

Business Valuation After the Big Beautiful Bill: What You Need to Know

Business Valuation After the Big Beautiful Bill: What You Need to Know

By Karen S. Rice

Employee Benefit Plans View All

RI Savers Retirement Savings Plan vs. 401(k): What Rhode Island Businesses Should Consider

RI Savers Retirement Savings Plan vs. 401(k): What Rhode Island Businesses Should Consider

By Jessica O. Ashley

Employee Retention Credit (ERC) View All

The Big Beautiful Bill Act Targets Fraudulent ERTC Claims

The Big Beautiful Bill Act Targets Fraudulent ERTC Claims

By Michael Garcia

Environmental, Social, Governance (ESG) View All

Do You Do Business in California? A Look into the New SB 261 Legislation

Do You Do Business in California? A Look into the New SB 261 Legislation

By Jacklyn Beebe

By Jeffrey E. Beckwith

Family Owned Business View All

Building a Strong Relationship with Your Bank: How Tax Returns and CPA Financial Statements Impact Your Family Business

Building a Strong Relationship with Your Bank: How Tax Returns and CPA Financial Statements Impact Your Family Business

By Michael Pirolli

Global Tax View All

What the OBBBA Means for Your Business in 2026

What the OBBBA Means for Your Business in 2026

By Loree B. Dubois

Growth & Transition View All

How Do I Find the Right Buyer for My Business?

How Do I Find the Right Buyer for My Business?

By Joseph A. Quattrocchi

Insurance View All

5 Signs Your Business Might Be Underinsured and Not Even Know It

5 Signs Your Business Might Be Underinsured and Not Even Know It

By Matthew Glynn

International Tax View All

Using Your Swiss Pillar 2 to Buy a Home? Watch Out for U.S. Taxes

Using Your Swiss Pillar 2 to Buy a Home? Watch Out for U.S. Taxes

By Georgina Wood

Mission Matters View All

Staying Resilient Amid Nonprofit Federal Funding Uncertainties

Staying Resilient Amid Nonprofit Federal Funding Uncertainties

By Lauren Amaral

Paycheck Protection Program (PPP) View All

How Do I Appeal Partial PPP Loan Forgiveness? SBA Details New Process

How Do I Appeal Partial PPP Loan Forgiveness? SBA Details New Process

By Anthony J. Mangiarelli

Real Estate View All

Inside OBBBA: How 100% Bonus Depreciation is Reshaping Cost Segregation

Inside OBBBA: How 100% Bonus Depreciation is Reshaping Cost Segregation

By KLR

By Meyer H. Levy

Recruiting View All

Should I Hire a Chief Financial Officer (CFO) With M&A Experience Before Selling My Business?

Should I Hire a Chief Financial Officer (CFO) With M&A Experience Before Selling My Business?

The Restaurateur View All

IRS Proposes New Service Industry Tip Reporting Program

IRS Proposes New Service Industry Tip Reporting Program

By Laura H. Yalanis

R&D Tax Credits View All

IRS Extends Feedback Period for Form 6765: What Businesses Need to Know

IRS Extends Feedback Period for Form 6765: What Businesses Need to Know

By Deborah Pallasch

SECURE Act 2.0 View All

SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners

SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners

By Stephen M. Fay

State & Local Tax (SALT) View All

Is Your Business Leaving State Tax Credits on the Table?

Is Your Business Leaving State Tax Credits on the Table?

SOC View All

SOC 2 Type 1 vs Type 2: Understanding the Real Business Impact

SOC 2 Type 1 vs Type 2: Understanding the Real Business Impact

By Daniel M. Andrea