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Charitable Giving Under the 2025 OBBBA: What Individual Taxpayers Need to Know
Aug 2025The 2025 One Big Beautiful Bill Act (OBBBA) reshapes the tax landscape for charitable giving. While it introduces new incentives for everyday donors, it also imposes fresh limitations on high-income philanthropists. Here’s a detailed breakdown of what’s changed…
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What the OBBBA Means for Your Taxes
Aug 2025The One Big Beautiful Bill Act (OBBBA) was officially signed into law on July 4, 2025, bringing a wide range of tax changes that may affect you. Many provisions are extensions of the 2017 Tax Cuts and Jobs…
Promotion Annoucement
Aug 2025Integris Wealth Management is pleased to announce that Adriana (Adri) Engelbrecht has been promoted from Office Assistant to Client Service Associate. Since joining Integris in March 2025, Adri has consistently demonstrated exceptional dedication and value to the team….
Promotion Announcement
Jul 2025
Why the Default Retirement Plan for the Self-Employed Should Be the Solo 401(k)
Jul 2025
Webinar: Economic and Market Outlook
Jul 2025
Integris Welcomes New Team Member: Julie Roth
Jul 2025
Building Business Value with Purpose
Jul 2025
Promotion Announcement
May 2025
Integris Opens Salinas Office
May 2025
