We are one month into 2026, which means The One Big Beautiful Bill Act (“OBBBA”) is in full swing. We recently attended the annual Heckerling Institute on Estate Planning, which addresses the most important legal and tax aspects of estate planning of the day. This...
The One Big Beautiful Bill Act (“OBBBA”) passed in July made a number of changes to the tax laws for individual taxpayers. Some of those laws go into effect immediately and should be taken into account for 2025 planning, while others have a delayed start date and are...
Dear HCA Clients and Friends, There has certainly been no shortage of news coverage and analysis over the last several months as the widely anticipated legislation known as the One Big Beautiful Bill Act (OBBBA) made its way through Congress and was signed into law on...
Greetings from Harbour Capital Advisors, Each year we share some year-end thoughts on current financial planning issues, with a focus on income tax and estate tax laws. As 2024 wraps up, it is clear there will be change ahead, although it’s too soon to know exactly...
If you have philanthropic inclinations and large capital gains in your investment portfolio or expect an unusually high-income year, you might want to consider a tax-advantageous way to give to your favorite charities: a Donor-Advised Fund (“DAF”). A DAF is...
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