In the News

11/2025

USA Overview (2025 and 2026) – Tax Laws Relevant to Private Clients

  • picture of Jennie Cherry
    Jennie Cherry
  • picture of Gordon P. Stone, III
    Gordon P. Stone, III
  • picture of Dana Levin
    Dana Levin

Advisers to international families should remain vigilant in their awareness of US tax and reporting rules. On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, extending and increasing the estate and gift tax lifetime exclusion amount.  Download.

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