What the OBBBA Means for UHNW Families in 2026: Les Carter & Angel Russell-Johnson on Estate, QSBS and Charitable Changes

Partner and Advisor Les Carter and Senior Associate Wealth Strategist Angel Russell-Johnson highlight three tax changes now in effect as part of the One Big Beautiful Bill Act. From increased estate and gift-tax exemptions to qualified small business stock incentives and changes to charitable deductions, filers should familiarize themselves with these new laws and speak to their financial advisor so they can optimize their tax savings.

Read the article on Financial Advisor Magazine here.