In November, we hosted a Tahoe Fund Talk highlighting recent tax law changes. Thanks to our sponsors, JP Morgan Private Bank, Proper Hospitality and McWhinney, our donors had the opportunity to hear directly from Gigi Orta, Senior Tax & Estate Specialist, Managing Director at J.P. Morgan Private Bank.
Ms. Orta reviewed recent tax changes and updates resulting from passage of the OBBBA taking effect on Jan 1, 2026. Her talk focused on charitable giving and changes to deductions that may impact annual and long-term giving.
If you missed this event, you can still get up to speed on tax law changes and actions to consider by reading this quick overview from JP Morgan. Read the article here.
If you’d like more information, please reach out to Verdi DiSesa, Managing Director, Market Team Lead – Northern California, J.P. Morgan Private Bank at verdi.j.disesa@jpmorgan.com or 415-315-8170.
