Required minimum distributions can be a double hit: they raise taxable income and can pull more of your Social Security into ...

With a DAF, you can make a contribution in 2025 and receive a charitable deduction under 2025 rules, while the funds can be ...

By late December, many tax savings strategies are off the table. But there are still a few simple things that you can do now ...

A little-known IRS rule lets retirees donate to charity directly from an IRA while lowering taxable income. Here's how ...

This article is the first in a new column, Personal Financial Planning, covering the role of CPAs in advising individuals and ...

In both 2025 and 2026, as well as years in the future, there is a 60% of AGI for cash gifts to public charities. For ...

Believe it or not, the IRS can penalize you if you don't use your money. Yes, you read that right, the U.S. government ...

These days, we're hearing a lot about the many benefits of Roth accounts. However, they're not the best choice for every ...

In particular, a financial fraud case in my area has really stood out to me. An accountant and financial adviser died suddenly, and clients later discovered that their money was missing. These clients ...

Earlier this year, McBoyle-Wiesner established a $25,000 endowed fund in her parents’ names. The Vincent and Laurel McBoyle ...

As the final weeks of the year approach, charitable giving naturally becomes top of mind for many individuals and families.