When medical expenses are — and aren’t — tax deductible

If you had significant medical expenses last year, you may be wondering what you can deduct on your ...
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Leverage your gift tax annual exclusion using a Crummey trust

A Crummey trust provides a key tax benefit of an outright gift without some of the downsides. Although ...
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If you suffered a disaster, you may be eligible for a casualty loss tax deduction

Every year, severe storms, flooding, wildfires and other disasters affect millions of taxpayers. Many experience casualty losses from ...
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2026 tax calendar

To help make sure you don’t miss any important 2026 deadlines, we’re providing this summary of when various ...
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Charitable Giving in 2026: Maximizing Your Deductions Under New Laws

By: Cherish van Mullem, CPA, JD, LLM The One Big Beautiful Bill (OBBBA) preserved one familiar charitable giving ...
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Address your elderly parents in your estate plan in 5 steps

When creating or updating your estate plan, it’s important to address your elderly parents with both clarity and ...
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A new year means new tax figures for individuals

Many tax figures are annually adjusted for inflation and typically increase each year (or at least every few ...
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Making health care decisions while you’re still healthy benefits you and your family

Integrating health care decisions into your estate plan is important because it ensures they are thoughtful, informed and ...
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More individuals with disabilities will be eligible for tax-advantaged ABLE accounts in 2026

Did you know there’s a tax-advantaged way to save for the expenses of a person with a disability ...
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Feeling Charitable? Act (or Don’t Act) Now

The One Big Beautiful Bill ("OBBBA") preserved one familiar charitable giving rule-but quietly changed several others in ways ...
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Changes to charitable donation deductions are on the horizon

Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their ...
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Caution is required when addressing a gun collection in your estate plan

For many, the primary reason for creating an estate plan is to ensure their assets are passed on ...
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