On July 4, 2025, the federal “One Big Beautiful Bill” was signed into law. The legislation includes several provisions related to charitable giving and other tax updates, with some changes taking effect in 2025 and others in 2026. Highlights include: Key Tax Changes Charitable Donations – Opportunities and Challenges (Starting in 2026) Planning strategies to […]

As the year draws to a close, we wanted to share some tax-savvy opportunities to maximize your charitable gifts. Of course, please check with your financial advisor regarding any gift options!  Year-end giving strategies:    And it’s never too early to think about next tax year! The IRS recently announced several tax updates for 2025.  Qualified […]