A practical guide to organizing your documents and avoiding last‑minute stress.
A simplified overview of key updates for tax years 2025, 2026 and beyond.
Just before the end of 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), which brought sweeping changes to the tax code.
With strong equity and real estate performance in recent years, some donors are turning to appreciated assets—stocks, real estate, and other investments that have grown in value—as a way to maximize both their philanthropic impact and their tax benefits.
As charitable giving continues to evolve, donors face a shifting landscape shaped by updated tax regulations and new incentives.
Each year, we highlight the benefits of Donor Advised Funds (DAFs) to help clients maximize their charitable giving.
What you need to know to plan ahead.
What donors need to know.
Key tax changes for 2025 and beyond.
Are you aware of the Internal Revenue Service’s Dirty Dozen list? Compiled annually, it warns of the top 12 tax scams that may be encountered anytime, but peak leading up to and during tax season.
