Conservation easements offer a unique way for wealthy taxpayers to achieve their philanthropic goals while securing substantial tax deductions. However, recent developments from the IRS, READ MORE
If you filed for an extension on your 2023 federal income tax return, the clock is ticking—October 15, 2024, is the final deadline. While this READ MORE
Summer is the perfect time to take a closer look at your tax planning strategies and explore moves that could lower your 2024 tax bill. READ MORE
With year-end fast approaching, it’s time to consider tax planning moves that may lower taxes for the 2022 tax year — and possibly set you up READ MORE
By: Kathleen Bowlby Qualified Charitable Distributions (QCDs) are distributions made directly to a charity from your IRA account. The primary tax benefit is that the READ MORE
Are you feeling generous? Qualified charitable contributions can be rewarded with sizeable tax breaks during the second calendar year of the COVID-19 pandemic. Recent legislation includes READ MORE
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