The best thing is the partnership. Patrick and team are always responsive and great to work with. I love the open dialogue and professionalism. The team at SD is very knowledgeable and I feel they take the step further to exceed rather than just meet our expectations.
The One Big Beautiful Bill: Highlights for Individual, Estate, and Gift Taxes
What changes in the One Big Beautiful Bill (OBBB) could impact individual taxpayers and estate and gift taxes? H.R. 1, formally titled “An Act to…