SDTA Fall Forum 2025 Deck Highlights: Federal Tax Update

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is sharing key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the fourth of seven:

Federal Tax Update

Summary of 2025 law changes affecting brackets, deductions, SALT caps, charitable rules, and minor accounts, plus recent decisions on transfer-tax, FBAR penalties, basis reporting, and charitable substantiation.

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