Tax credit adds planning strategy for charitable clients
Starting next year, advisors will have another charitable-giving and tax-planning tool to discuss with clients: the education freedom tax credit.Processing ...
Thursday, July 23, 2026
Tag: charitable
How to Use a Qualified Charitable Distribution to Lower Your 2026 Tax Bill
For some people, retiring with a large balance in a traditional individual retirement account (IRA) or 401(k) can be a ...
What are Qualified Charitable Distributions?
Key Takeaways Qualified Charitable Distributions (QCDs) allow direct IRA-to-charity transfers that reduce taxable income without requiring itemized deductions. In 2026, QCDs ...
Charitable giving tax hurdle in 2026: OBBBA and the AGI Floor
High net worth donors face a new reality this year. As of Jan. 1, the One Big Beautiful Bill Act ...
Changes to Charitable Giving Under the One Big Beautiful Bill Act
As the year comes to a close, many taxpayers are considering how to handle their end-of-year donations. The One Big ...
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 serves to extend and modestly ...
Charitable giving strategies for the 2025 tax year
This year my family outgrew our Boston condominium and I became a renter for the first time in a decade. ...
Charitable Donations: What the IRS Requires for Proof
Key Takeaways: Charitable donations are deductible only if given to qualified 501(c)(3) organizations, including religious, educational, and charitable nonprofits. Cash ...
How to Fit Charitable Giving Into Your Budget
The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage ...
OBBBA impact on charitable donation strategies
Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether they should ramp up charitable ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.