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 … [Read more...]
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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, … [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. No aggressive planning No bad intent No obvious red flags Just a … [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: How leading investors are … [Read more...]
Don’t Leave Your 199A Deduction on the Table
“The 199A Rule That Still Pays Big—If You Act Fast” To get my complete article with all the details… It’s easy to get caught up in the rush of year-end business tasks—closing the books, finalizing payroll, planning for next year. But here’s something most business owners overlook: the Section 199A deduction. It’s one of the simplest ways to reduce your 2025 … [Read more...]