It’s hard to believe, but we’re already nearing the end of 2025, meaning now’s the perfect time to take a closer look at your year-end tax strategy. With some major tax law changes taking effect in 2026, the decisions you make in the next few months could have a meaningful impact on your tax bill […]
Charitable giving may be an essential part of your life and legacy. However writing checks here and there might not be the best way to optimize your giving. Here are some ways to bring intention and strategy to your charitable giving today and in your estate plan for the future. Four Tax-Friendly Ongoing Charitable Giving […]
When you have a complex tax situation, there’s likely so much on your mind heading into tax season. Here are a few tips to keep in mind before filing your 2021 tax return. 1. Prep For An AMT Tax Bill Alternative Minimum Tax (or AMT) is a parallel tax filing system designed to ensure that […]
Are you one of the almost 30 million taxpayers that can no longer itemize deductions? “Bunching” your charitable contributions may help take it back. The Tax Cuts and Jobs Act of 2017 increased the standard deduction from $12,700 in 2017 to $24,400 in 2019 for Married Filing Jointly (MFJ). The number of filers who itemize […]
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