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    B&C News | financial planning | Investment Planning | Philanthropy | Retirement Planning | Tax Planning | Uncategorized

    2026 Federal Tax Updates: What You Need to Know

    BySean Guldi, CFP® January 27, 2026January 27, 2026

    The IRS recently announced the updated federal income tax brackets and other key tax changes for 2026. These annual adjustments are designed to prevent taxpayers…

    Continue Reading 2026 Federal Tax Updates: What You Need to KnowContinue

  • OBBB Key Tax Changes
    Charitable Giving | Estate & Gift Planning | financial planning | Philanthropy | Tax Planning

    Understanding the OBBB’s Impact on Charitable Giving

    BySean Guldi, CFP® October 14, 2025October 14, 2025

    On July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into law, ushering in sweeping changes to the U.S. tax code. While the…

    Continue Reading Understanding the OBBB’s Impact on Charitable GivingContinue

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  • WHO WE ARE
    • About Us
    • Employee Bios
    • Our Story
    • Our Approach
  • SERVICES
    • Investment Management & Comprehensive Financial Planning
    • Who We Serve
  • CLIENT ACCESS
    • Black Diamond
    • eMoney
    • PERSHING
    • Upload Documents
  • RESOURCES
    • Blog
    • B&C Newsletters
    • Relationship Summary
    • Disclosure Brochure
    • FAQS
    • Black Diamond Quick Start Guide
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