Optimize philanthropic impact with charitable giving plans and tax-efficient donations.
Set up the right way, you can maximize your philanthropic donation to the causes most meaningful to you while also saving in taxes.
Through the joint expertise of BPM’s tax and Nonprofit group professionals, we have assisted many clients in distributing their wealth to charitable causes.
The One Big Beautiful Bill Act (OBBBA) brings major tax changes for individuals including expanded deductions, new credits, and the end of key clean energy incentives. Learn how to plan ahead under the new law.
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It’s been fifteen years since Hollywood’s writers put down their pens and took their fingers off their laptop keyboards. But …
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On January 10, 2023, the Internal Revenue Service (IRS) announced disaster relief that extends certain federal tax deadlines for California …
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Enhance long-term wealth with tax planning for high-net-worth individuals and families.
Secure your family's legacy with proactive estate, gift, and trust planning strategies.
