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Tax Planning
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One Big Beautiful Bill: Key Financial Impacts for LGBTQIA+ Households
On July 4, 2025, President Donald Trump signed the “One Big Beautiful Bill Act” into law—a wide-reaching piece of legislation that touches everything from tax rates and healthcare to education, housing, and family benefits. For LGBTQIA+ individuals and families, some of these changes may create new planning opportunities, while others may require a closer look…
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One Big Beautiful Bill: How Trump’s Tax Overhaul Impacts American Families and Businesses
On July 4th, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act,” a sweeping piece of legislation that reshapes the American tax landscape and introduces a range of economic, social, and regulatory reforms. Below is an examination of the bill’s key provisions. Key Provisions of the “Big Beautiful Bill” 1. Permanent Extension and Expansion…
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Giving with Pride: Smart Strategies for LGBTQIA+ Donors
Understanding the Landscape of LGBTQIA+ Philanthropy LGBTQIA+ donors are uniquely positioned to drive meaningful change, but the philanthropic landscape remains complex and underfunded. Historically, LGBTQIA+ organizations have faced significant challenges in securing resources, often competing with larger, more established nonprofits for limited funding. This disparity highlights the importance of strategic giving to ensure that your…
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Navigating Retirement Planning for the LGBTQIA+ Community: Challenges and Solutions
The LGBTQIA+ community faces unique retirement planning challenges that can complicate their financial security and quality of life in later years. Even as societal norms evolve, the legacy of discrimination and economic disparity continues to impact retirement outcomes for LGBTQIA+ individuals. Financial Disparities: A Persistent Challenge One of the most pressing issues is the financial…
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Secure Your Legacy: Why Naming a Beneficiary for Your 401(k) Matters
When you participate in a 401(k) plan, you’re taking a significant step toward securing your financial future. But there’s an equally important, often overlooked, aspect of managing your plan: naming a beneficiary. This simple action ensures your loved ones are protected and minimizes complications if the unexpected happens. Here’s why it matters for both you…
