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Camila Gonalez Whalen

What OBBB Means for Charitable Contributions

New Rules for Charitable Deductions Starting in 2026 For years, charitable giving rules have shifted with each round of tax legislation, leaving individuals and corporations...

October 3, 2025

Individual, Family & Fiduciary Tax

Estate Tax Exemption Could Decrease to $6M on January 1, 2026

The federal estate tax exemption is the amount you may give away during your lifetime and own at your death without that being subject to...

July 26, 2024

Camila Gonalez Whalen

Asset Protection Strategies for High-Net-Worth Individuals

Asset protection strategies can form a legal and financial separation between professional and personal assets. This can limit your personal liability should a legal or...

September 12, 2023

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All Amy Quinn Amy Staunton, CPA Andrew Hammond, CFP® Andrew Puricelli, CPA Angelina Aijun Lu, MSA, CPA Anthony Dello Stritto, CPA, MST Ashleigh Hall, CPA Bella Amigud, CPA, MST Brendon C. Robidoux, MSA Brian O’Hearn, CPA, MSA Caitlin Limoges, CPA, MBA Carla McCall, CPA, CGMA Carmen Grinkis, PhD, CLTC, CLU®, CFP Charles Webb, CPA, CHFP Chris Bango Christian Petruzzelli, MSA, CPA Christopher Consoletti, Esq. Courtney McFarland, CPA, MSA, 340B ACE Daniel Cahill, CPA Daniel Seaman, CPA Daniel Stanhope, MSA, CCIFP, CPA David J. Gravel, CPA, MPAc David Kelleher, CPA, CGMA David McManus, CPA, CGMA David S. McLaren, CPA, CGMA, CRFAC, ABGOV, RFI, CRFAU Davide Villani, CPA, CGMA Destiny J. Flood, CPA Emily Feeley, CPA, MBA Enis Bezhani, CPA, MSA Erica Nadeau, CPA, MST Ernest Carruthers, CPA, MST Evan V. Proulx, CPA Garrett Kelleher, MBA, CPA Greta Whelan, CPA, MST Herbert S. Alexander, CPA, CFF, CGMA Hui-Ting Grady, CPA James Jumes, MBA, M.Ed. Janice O’Reilly Jeffrey Mead, CPA, CGMA Jeffrey V. Cicolini, CPA, CGMA Jennifer A. L’Heureux, CPA Jennifer Chase-Williams CPA, MBA Jennifer Le Vine, CPA Joel Aronson, CPA, PFS, MBA John Buckley, CPA, CGMA John Casassa, CPA, MBA, MST John T. Finning, CPA, CGMA Jonathan Bloom, CFP® Joseph Petruzzi Joshua England, LLM, Esq. Joshua P. Stone, CPA, MSA Joyce Ripianzi, CPA Julius N. Wakaba, CPA Justin K. Leroux, CPA, MPAc Kaitlyn Valliere, CPA, MSA Katie Belanger, CPA Keith Kenez, CPA, MBA, MSA Kelly Zack, MST Kevin Cassidy, CPA, MSA Kevin P. Hodson, CMT, CAIA, AIF® Kevin Quinn, CPA Kim Marie Beauchamp, CPA Kimberly Rice Kimoy Phillpotts Lauren M. Duplin, CPA Lauren Turner, MSA Leah Baxendale Lisa Whittemore, CFE, CRMA, MBA Mary-Katharine Hardy Matthew Boyle, MBA Matthew Hutt, CPA, CGMA Matthew Lougee, CPA, MSA Matthew McGinnis, CPA Matthew Troiano, CPA Mr. Anderson, MCSE, CCNP, CISSP, CEH Nicholas M. Foresti, MBA Nichole A. Reilly, CPA, MBA Nicole Zompa, CPA Olga Yasinnik, CPA, MBA Paula Chamoun, CISA, CISSP, CISM Pauline Legor, CPA, MBA Peter Sebilian Richard O’Neil, CPA Richard Weiner, CPA, MST, CM&AA Robin D. Kelley, CPA, CGMA, CITP, CSPM, CCSFP Robyn Leet Ronald C. Lipof Ryan K. Wolff, MBA Sandy Keegan, MSA Sarah Flischel, CPA Scott Goffstein, CPA Shannon (Triebwasser) Veilleux, CPA Shauna (Sullivan) Harvey, CPA Shawn P. Huxley, CPA, MSA Sorie M. Kaba, CPA Stacie Amaral Field, CPA, MBA Stephanie Ash, CPA Stuart Karas Terri Delaney Thomas Muldoon, CPA, CGMA Thomas Perruna, MPAc Tomás A. Pueyo, Jr., CPA, MSA Tyler Champagne, CPA, MSA Vassilis Kontoglis Wendy Smith, CPA

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How Financial Visibility Strengthens Nonprofit Decision-Making

Questions to Answer Before Scaling AI Across Your Organization

What OBBB Means for Charitable Contributions

Estate Tax Exemption Could Decrease to $6M on January 1, 2026

Asset Protection Strategies for High-Net-Worth Individuals

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