Tag: Charitable Contributions

Another great question! 🎯 and of course we say “it depends” and “it’s not quick or easy”  when you do things right, we may find opportunities during our tax planning strategy meetings.  As we head toward the end of 2025, charitable giving deserves a second look 👀 — especially for taxpayers who itemize deductions and consistently support charitable organizations. Here’s the key takeaway upfront:👉 The charitable contribution rules for 2025 remain unchanged.👉 But the…  Read more

The answer, of course, is “it depends” — and it’s not quick or easy. Like most things tax-related, the answer is tailored to each client’s circumstances and goals and of course the tax law! 📚⚖️ Over the past few weeks, our office has spent 20+++ hours attending seminars focused entirely on the newly passed One Big Beautiful Bill Act (OBBBA), Public Law 119-21. We’ve been learning the law and discussing…  Read more

Getting caught up on a week that got away? Here’s your weekly digest of some stories relevant to business and the economy. Snow storms during tax season when so many of us work remotely are a beautiful distraction , no effect on work schedules, and fewer cars on the roads.  Even so, I was glad to see that the crews were out continuously cleaning and salting the roads. We do…  Read more