Charitable giving tax hurdle in 2026: OBBBA and the AGI Floor
Intense Life Desires High net worth donors face a new reality this year. As of Jan. 1, the...
Charitable
2025 End-of-Year Tax Planning Under OBBBA: Roth Conversions, Charitable Contributions, QBI Planning, And More
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, largely...
Helping Clients Live Intentionally With Charitable Giving
× Please contact your Firm’s Group Admin IAR CE is only available if your organization...
Charitable giving strategies for the 2025 tax year
This year my family outgrew our Boston condominium and I became a renter for the...
OBBBA impact on charitable donation strategies
Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether...
3 in 4 HNW individuals include charitable legacy in estate plans
Remember A Charity called on financial advisers to have conversations with clients about integrating charitable...
What’s Your Family Approach to Charitable Giving? Year-End Ideas & Insights
As the holiday season approaches, many of us are not only gearing up for festive...