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

Learn how you can make the community better while receiving tax deductions through these five options for giving to United ...

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

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 ...

Insights It’s okay to stop worrying about some things when you have a certain net worth.  Creating an estate plan is an ...

Many of us like to make charitable contributions, some large, some small,” writes Blake Milam in a Guest Commentary. “We like to choose charities which speak to us, charities ...

Tax credits cut your bill, deductions shrink your income. Learn the key difference so you don’t leave money on the table during tax season.

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Most people claim the standard deduction on their federal tax return instead of itemizing deductions. How much can you claim?

For wealth managers, mastering DAFs unlocks opportunities for deeper client relationships, more referrals and moving upmarket.

Health insurance, life insurance, disability, long-term care, and property coverage should be reviewed and right-sized to fit your situation. Without these in place, even a well-built financial plan ...

By making permanent several provisions from the 2017 Tax Cuts and Jobs Act (TCJA) and introducing new tax policy priorities, ...