Before claiming a charitable deduction for 2025, make sure you can substantiate it

If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified ...
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Owning real estate in multiple states can negatively affect beneficiaries

A vacation home, rental property or future retirement residence may play an important role in your long-term plans. ...
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How the new Trump Accounts for children will work

A new tax-advantaged way to help children build up savings for the future was created by the One ...
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Are you and your spouse considering splitting gifts?

The gift tax annual exclusion allows you to transfer up to $19,000 (for 2026) per beneficiary gift-tax-free, without ...
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Tax filing FAQs for individuals

The IRS is opening the filing season for 2025 individual income tax returns on January 26. This is ...
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Rural Hospital State Tax Credits with One Goal

Georgia, Alabama and other states offer tax incentives to benefit rural hospitals, with key distinctions between programs. By: ...
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Take steps to help ensure your estate plan won’t be challenged after your death

It’s not uncommon for family members to contest a loved one’s will or challenge other estate planning documents. ...
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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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