A donor-advised fund can help you make the biggest impact on your chosen causes while remaining tax efficient in light of ...
Taxpayers who donate to the causes that are close to their hearts have a new reason to celebrate — and to give: The massive new tax law includes a valuable new tax deduction for qualified charitable ...
Effective charitable planning was already an intricate and complex process before the passage of the One Big Beautiful Bill Act (OBBBA) in July of 2025. The new legislation, while making swaths of ...
The IRS has outlined 2026 adjustments that tighten charitable deduction rules for high earners and raise contribution limits for key retirement accounts. New provisions lower the deduction value for ...
Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Most people wait until late in the year to plan their charitable gifts ...
On July 4, President Donald Trump signed into law the One Big Beautiful Bill Act (H.R. 1) (OBBBA). While OBBBA contains various provisions that impact high-net-worth individuals, this alert focuses on ...
The One Big Beautiful Bill Act, signed into law on July 4, contains several provisions that could affect the future of not-for-profit organizations. Processing Content One provision creates a ...