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What the OneBig Beautiful BillAct means forcharitable giving

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) alters federal tax rules related to claiming a tax deduction for charitable donations. https://www.dafgiving360.org/tax-law-changes?cmp=em-ADE:AMA&mkt_tok=OTE2LVNTVS0yMzYAAAGdaOYUkatmGU-NdUfI8XuxLBJfrKWXcDHbU1TwbKQ-afWUdLx_oUDM23GW7Pr-4f2L3tIP_uTMAgR0SqP1Bcbl2c1QpBUOyBgZrAUFmPalGgws7NVp

Manny Martinez

Oct 131 min read

E&Y: "Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis"

By 2030, gaps in investors’ retirement savings and needed protections are projected to exceed hundreds of trillions of dollars in the US....

Manny Martinez

Sep 261 min read

Unveiling the Essential Checklist for Pre-Retirees: 3 Must-Do Tasks Before Making the Leap

As retirement nears, excitement often mixes with anxiety. The shift into this new chapter of life calls for thorough planning to ensure...

Manny Martinez

Sep 263 min read

Retirement Planning 101: Essential Strategies for a Secure Future

In this episode of Small Business Spotlight, host Manny Torres sits down with Manny Martinez, President of Copa Wealth Strategies.

Manny Martinez

Apr 51 min read