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Integrated Wealth Management

Planning Newsletter - October 2025

  • Generally, changes to individual taxes are positive but with limitations for higher income taxpayers in the highest brackets. Proactive tax planning will be crucial in many cases.

  • The estate tax exemption amount was increased tom $15 million per person, indexed to inflation starting in 2026. Wealth transfer and gifting strategies may need to be reviewed.

  • OBBBA expands provisions from the 2017 Tax Cuts and Jobs Act (TCJA) to favor small business owners. Business owners should consider ways to take advantage of this.

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