Tax-Smart Giving

Will the One Big Beautiful Bill Act (OBBBA) Change the Way Your Clients Give?

Understanding the OBBBA Impact on Charitable Giving The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, makes permanent certain tax provisions originally scheduled to expire, alongside key changes and new [...]

By |2025-10-02T14:20:27+00:00September 29th, 2025|

Win-Win Tax Strategies: Charitable Giving That Pays Off, No Itemizing Needed

Cut Taxes and Help Causes You Love in 2025 Tax rules change all the time. Many people now skip itemizing deductions since the standard deduction is higher. In 2025 (for filing in 2026) the standard [...]

By |2025-06-10T16:47:13+00:00April 8th, 2025|

Avoid the Year End Tax Scramble – Maximize Last Minute Tax Benefits with Donor Advised Funds

Third quarter results are in and clients are looking to you for their year-end planning strategies. If your clients are like most, they may have left you scrambling to optimize their taxes before the December [...]

By |2025-06-10T17:43:16+00:00November 13th, 2024|
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