Event Details On October 29, 2025, OCAiP hosted a highly focused educational session at The Wooden Floor in Santa Ana, drawing approximately 40 professional advisors, CPAs, estate attorneys, and nonprofit leaders. The program centered on the One Big Beautiful Bill Act (OBBBA) and its significant implications for charitable giving beginning in 2026.Moderated by Marty Dutch, CAP®, Philanthropic Planning Specialist, Morgan Stanley Private Wealth Management, the expert panel featured: Alan Azar, JD, Tax Efficiency Planning Specialist, Advanced Planning Group, UBS Alix Gruden, CPA, Assurance Principal, CLA (CliftonLarsonAllen) Margita Labhard, Director of Business Development – Strategic Philanthropy, Orange County Community Foundation The […]