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Bob Peterson, J.D.

I'm a Wealth Adviser: Here's How to Maximize Your Generosity Before the OBBB's 2026 Cap Kicks In

Blocks that say 2026 surrounded by scattered coins and stacks of coins.

The One Big Beautiful Bill (OBBB) will usher in many changes. The most significant involve updates to the U.S. tax code in regard to charitable deductions for philanthropically minded Americans.

High-net-worth donors must contend with stipulations coming into effect on January 1, 2026:

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