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Kiplinger

Business

Alan Weissberger, Esquire

Your Year-End Tax and Estate Planning Review Just Got Urgent

Interest Rates IRS

(Image credit: Getty Images)

As the year winds down, many people meet with their advisers to revisit taxes, estate plans and retirement accounts. This is a familiar routine, but 2025 is not an ordinary year.

Several tax provisions from the One Big Beautiful Bill Act (OBBBA) become effective in 2026, and those changes will alter your approach to charitable giving, gifting to loved ones or friends and retirement planning.

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