Is Your Business “Out of Favor” With the IRS? To get my complete article with all the details… You bill separately for advice, and that one line item might be quietly wiping out your 20 percent Section 199A deduction. Section 199A splits pass-through businesses (proprietorships, partnerships, and S corporations) into two camps — in favor and out of favor — and if … [Read more...]
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Donated Property Worth More Than $5,000? The IRS Has A Strict Three-step Checklist.
Donated Property Worth More Than $5,000? The IRS Has A Strict Three-step Checklist. To get my complete article with all the details… You donated property to charity — artwork, real estate, collectibles, even Bitcoin. You expect a deduction equal to fair market value. But the IRS has strict substantiation rules for non-cash gifts over $5,000, and missing even one … [Read more...]
The OBBBA made charitable deductions harder—here’s the workaround
The OBBBA Made Charitable DeductionsHarder—Here's the Workaround To get my complete article with all the details… You give to your church, your local school, the charity your best customers care about. You want to support them—and you'd love a tax deduction for it. But after the OBBBA, the personal charitable deduction is harder to use than ever. In 2026, charitable … [Read more...]
One Small Slip Can Wipe Out the Tax-Free Benefit of Your QCD
“One Small Slip Can Wipe Outthe Tax-Free Benefit of Your QCD” To get my complete article with all the details… Qualified charitable distributions are supposed to be tax-free. But one easily overlooked rule can flip that result instantly—turning a “clean” QCD into fully taxable income. Just a single detail most donors never think to question. Before you assume … [Read more...]
New Analysis: Year-End Tax Strategies for Stock Investors
“2025 Last-Minute Year-End Tax Strategiesfor Your Stock Portfolio” To get my complete article with all the details… Our editorial team has just published a timely analysis looking at the tax-saving strategies sophisticated investors are using as 2025 draws to a close. "2025 Last-Minute Tax Strategies for Stock Investors" explores: Featured Analysis: → 7 … [Read more...]