Hello World
Investment
The Tax-Smart Donor: Optimize Your Lifetime Giving Plan
Sudip Sengupta
October 9, 2025
Expert review of Phil DeMuth's "The Tax-Smart Donor" breaks down how to create a lifetime giving plan that saves you money on taxes
Blog
How the One Big Beautiful Bill Impacts Seniors: 9 Essential Takeaways
Sudip Sengupta
July 10, 2025
Discover 9 key provisions of the One Big Beautiful Bill Act that affect retirees—extra deductions, Social Security relief, RMD alerts, estate planning, and healthcare risk. Expert guidance
