Wealth Planning and Philanthropy Strategies 2026

This year brings unique opportunities and challenges following the passage of the One Big Beautiful Bill Act (OBBBA), which reshaped key provisions affecting estate planning, charitable giving, and income tax threshold. Signed into law in 2025, the OBBBA permanently extends key provisions of the Tax Cuts and Jobs Act of 2017 and introduces new measures aimed at easing the fiscal burden on individuals and estates. These changes also include adjustments to funding for certain social programs and green energy initiatives.

From reviewing your tax withholdings and estimated tax payments to leveraging the lifetime gift and estate exemption, there are multiple strategies available that can be considered to help you meet your financial, wealth-transfer, and philanthropic goals.