What the Latest Tax Reforms Mean for Exempt Organizations
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This article examines the implications of the One Big Beautiful Bill Act (OBBBA), enacted in 2025, for tax-exempt organizations and charitable giving. It focuses on how upcoming changes—most effective after December 31, 2025—will impact private foundations and other exempt entities. Designed for financial advisors, attorneys, and CPAs, the piece provides a practical overview of the evolving regulatory landscape and the considerations needed to guide clients effectively.
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Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
