Maximize your charitable giving in 2025 before new tax laws reduce deductions in 2026. Learn how accelerating gifts, donating ...

Significant changes to tax deductions for charitable giving will take effect in 2026. A new deduction will allow non-itemizers to deduct up to $1,000 for single filers and $2,000 for married couples.

The holidays are the traditional time for giving as people look to spread holiday cheer and get tax benefits. Here's what you ...

Every year, as you file your federal income tax return, you have an important decision to make: itemize, or take the standard ...

Social Security is a vital income stream for millions of Americans. So, as you can imagine, those Americans have a vested ...

Giving to charity feels good, but understanding the tax benefits can benefit both the charity and you. Whether you donate regularly or are planning your first gift, knowing how charitable ...

Below, we highlight the most relevant updates for private wealth clients, incorporating additional insights and planning considerations from recent estate and tax law developments. Top Marginal Tax ...