The One Big Beautiful Bill introduced sweeping tax changes, including a $15 million estate tax exemption and expanded SALT deduction caps. These provisions create new opportunities for high-income families to minimize taxes and strategically plan their wealth transfers and charitable giving.

Nonprofit organizations face the challenge of balancing mission-driven work with growing financial complexity, often leaving small teams stretched across multiple responsibilities. A dedicated financial advisor can help streamline decision-making and develop structured investment policies, allowing leadership to focus on their mission while ensuring resources are strategically managed.