Tag: charitable deductions

11
Mar

Why 2026 Is Different: Four Tax Time Reminders

It’s tax season, which means it’s a terrific time to ensure that your charitable giving goals are on track and here are four items to discuss with your CPA. New rules for itemizing charitable deductions As in prior years, charitable contributions are deductible only if you itemize your deductions. If your total itemized deductions do not exceed the standard deduction,

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12
Feb

Client Reminders For 2026

When you are meeting with clients, consider sharing this information to build relationships and support our county. 1. Social Security COLA increases Retirees are a unique group when it comes to tools and techniques related to charitable giving. Given that a high percentage of older cohorts give to charity each year, discussing your clients’ Social Security benefits is a logical

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