How to Use Gifting Strategies to Reduce Future Taxes
Featured

How to Use Gifting Strategies to Reduce Future Taxes

Strategic gifting, trusts, and direct payments can help reduce your taxable estate.
The Lowdown on Qualified Charitable Distributions
Featured

The Lowdown on Qualified Charitable Distributions

A tax-smart way for retirees 70½+ to give to charity while cutting taxable income.
How to Plan Charitable Giving in 2025 for Maximum Tax Benefits
Featured

How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

A last-chance guide to making smarter charitable gifts in 2025 before stricter 2026 tax rules take effect.
Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers
Featured

Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

The One Big Beautiful Bill Act updated the tax code with bigger deductions and new credits to help reduce your overall tax burden.
Mortgage Interest Deduction: The Limit and How It Works
Featured

Mortgage Interest Deduction: The Limit and How It Works

The mortgage interest deduction can cut your taxes, but only if you itemize and meet IRS limits.

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How to Use Gifting Strategies to Reduce Future Taxes

How to Use Gifting Strategies to Reduce Future Taxes

Strategic gifting, trusts, and direct payments can help reduce your taxable estate.
The Lowdown on Qualified Charitable Distributions

The Lowdown on Qualified Charitable Distributions

A tax-smart way for retirees 70½+ to give to charity while cutting taxable income.
How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

A last-chance guide to making smarter charitable gifts in 2025 before stricter 2026 tax rules take effect.
Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

The One Big Beautiful Bill Act updated the tax code with bigger deductions and new credits to help reduce your overall tax burden.
Mortgage Interest Deduction: The Limit and How It Works

Mortgage Interest Deduction: The Limit and How It Works

The mortgage interest deduction can cut your taxes, but only if you itemize and meet IRS limits.
Qualified Business Income Deduction Can Save You up to 20 Percent

Qualified Business Income Deduction Can Save You up to 20 Percent

A powerful tax break for small business owners just got permanent. Here’s what to know.
Will You Benefit From No Taxes on Tips?

Will You Benefit From No Taxes on Tips?

The IRS just named which jobs qualify for the new $25,000 tip deduction—see if yours made the list.
How Can I Afford My Rising Property Taxes and Home Insurance?

How Can I Afford My Rising Property Taxes and Home Insurance?

Even with no mortgage, property taxes, insurance, and maintenance can strain retirees—appeal taxes, compare insurance, and budget for repairs.
OBBB Non-Health Care Tax Provisions

OBBB Non-Health Care Tax Provisions

The One Big Beautiful Bill Act delivers new tax breaks, bigger deductions, and no-tax-on-tips rules.
Ordinary vs. Qualified Dividends: What’s the Tax Difference?

Ordinary vs. Qualified Dividends: What’s the Tax Difference?

Not all dividends are taxed the same—knowing the difference can save investors money.
How to Use Gifting Strategies to Reduce Future Taxes

How to Use Gifting Strategies to Reduce Future Taxes

Strategic gifting, trusts, and direct payments can help reduce your taxable estate.
The Lowdown on Qualified Charitable Distributions

The Lowdown on Qualified Charitable Distributions

A tax-smart way for retirees 70½+ to give to charity while cutting taxable income.
How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

A last-chance guide to making smarter charitable gifts in 2025 before stricter 2026 tax rules take effect.
Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

The One Big Beautiful Bill Act updated the tax code with bigger deductions and new credits to help reduce your overall tax burden.
Mortgage Interest Deduction: The Limit and How It Works

Mortgage Interest Deduction: The Limit and How It Works

The mortgage interest deduction can cut your taxes, but only if you itemize and meet IRS limits.
Qualified Business Income Deduction Can Save You up to 20 Percent

Qualified Business Income Deduction Can Save You up to 20 Percent

A powerful tax break for small business owners just got permanent. Here’s what to know.
Will You Benefit From No Taxes on Tips?

Will You Benefit From No Taxes on Tips?

The IRS just named which jobs qualify for the new $25,000 tip deduction—see if yours made the list.
How Can I Afford My Rising Property Taxes and Home Insurance?

How Can I Afford My Rising Property Taxes and Home Insurance?

Even with no mortgage, property taxes, insurance, and maintenance can strain retirees—appeal taxes, compare insurance, and budget for repairs.
OBBB Non-Health Care Tax Provisions

OBBB Non-Health Care Tax Provisions

The One Big Beautiful Bill Act delivers new tax breaks, bigger deductions, and no-tax-on-tips rules.
Ordinary vs. Qualified Dividends: What’s the Tax Difference?

Ordinary vs. Qualified Dividends: What’s the Tax Difference?

Not all dividends are taxed the same—knowing the difference can save investors money.