Topics: Charitable Giving
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Charitable Donation Tax Deduction Rules Under the 2025 Tax
The 2025 Tax Act reshapes charitable donation tax deduction rules with a new 0.5% AGI floor in 2026, a permanent 60% cash limit, and…
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Charitable Deductions 2026: OBBBA Rules and Strategies
The OBBBA adds a 0.5% AGI floor and 2/37ths rule to charitable deductions in 2026. Learn strategies to maximize your tax benefit.
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642(c) Election: Reduce Trust and Estate Taxes
The 642(c) election lets fiduciaries deduct charitable contributions made after year-end against the prior year’s trust or estate income, reducing taxes and increasing flexibility.
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Required Minimum Distributions: Rules and Tax Strategies
Required minimum distributions start at age 73. Learn the RMD rules, deadlines, and tax strategies to reduce your retirement withdrawal burden.
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Lifetime Gift and Estate Tax Exemption
The threatened lifetime gift tax exemption sunset was canceled. Learn the new $15 million 2026 exemption, how irrevocable trusts freeze estate value, and what…
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Gift Tax: Rules, Exemptions, and the 2026 Exemption
Gift tax applies when you transfer assets above the annual exclusion. Learn the rules, exemptions, rates, and what changed for 2026.
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Holiday Scams: How to Protect Yourself From Fraud
Holiday scams cost consumers billions yearly. Learn to spot shopping fraud, phishing, gift card scams, and charity fraud this season.
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Year-End Tax Planning: How to Cut Your Tax Bill Now
Year-end tax planning can lower your business and individual tax bill. Use this checklist of deductions, credits, and strategies before December 31.
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Nonprofit Tax Filing: Build an Accounting System That Gets
Learn how nonprofit tax filing works, what your accounting system must track, and how to avoid common 501(c)(3) compliance mistakes on Form 990.
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Charitable Giving Tax Deduction
Learn how a charitable giving tax deduction works, key donation deadlines, and year-end strategies to maximize your tax savings before December 31.