The most significant tax overhaul since 2017 creates unprecedented opportunities—but only for those who act before December ...

Starting in 2026, higher earners will face additional limits on itemized deductions—making proactive planning before the end ...

If you're retired and planning to give to charity, you could secure a bigger tax break by making a qualified charitable distribution, or QCD.

The end of the year usually means it’s time to tackle your financial to-do list. But new changes to tax law may give you more ...

Q. In a recent column, you indicated that I could use the qualified charitable distribution (QCD) option at 70 1/2. I am confused. I thought I did not have to take required minimum distributions (RMDs ...

Spread contributions evenly: Ensure you meet employer matching ... For stock donations, initiate transfers early enough to ...

There have been significant changes over the years in tax laws including the tax deductibility of charitable donations. The One Big Beautiful Bill enacted into law this July has continued to change ...

President Donald Trump's One Big Beautiful Bill Act (OBBBA) raised the state and local tax (SALT) cap deduction to $40,000 ...

Congress did not simply extend the Tax Cuts and Jobs Act provisions starting in 2026 with the One Big Beautiful Bill Act; it ...