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Insights & Resources

Explore insights from Focus thought leaders and specialists on the financial decisions that shape your life and wealth. Browse articles, videos, podcasts, and other resources covering investing, retirement, tax and estate planning, business ownership, and more.

  • Charitable Giving

    October 13, 2025

    How to Give to Charity Under the New OBBBA Rules

    Looking ahead, starting in 2026 the new One Big Beautiful Bill Act (OBBBA) will bring important changes to the way charitable giving is treated. If supporting causes you care about is part of your financial goals, here’s what you need to know.

    Read the article
  • Charitable Giving

    September 17, 2025

    The One Big Beautiful Bill Act's Impact on Charitable Planning

    Chief Planning Officer Jeffrey Levine cuts through the noise and highlights the provisions most relevant to your work—helping you anticipate how the legislation may shape fundraising conversations and charitable planning in the months and years ahead.

    Watch the video

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