09/03/2026
Everyone's relieved the estate tax question got answered. That relief might be costing your clients money.
Ejie De Jesus, breaks down three income tax provisions in the new tax law that are flying under the radar this year-end. Unlike the estate exemption, some of these can't be fixed after December 31, once the year's decisions are already made.
Here's what's at stake: a phaseout that isn't a flat number, a deduction floor that quietly erases six figures of giving, and a stock option move that only works if you catch it before Q4 ends. Read more: https://na2.hubs.ly/H07Cz3v0