Search Results for: donor advised funds

Individuals Can Save More Tax in 2015 and Beyond, Thanks to New “Extenders” Law

With year end right around the corner, Congress passed the Protecting Americans from Tax Hikes Act of 2015 (the PATH Act). The act extended numerous tax breaks that had expired December 31, 2014, and the President signed it into law December 18. The new law is more significant than some tax “extenders” legislation in recent […]

How Individuals Can Maximize Tax Benefits Through Charitable Giving

Charitable contributions have always been a focal point of tax planning, but the COVID-19 pandemic caused an uptick in charitable donations with additional taxpayer benefits from the Coronavirus Aid, Relief, and Economic Security (CARES) Act and strengthened by the American Rescue Plan Act. Some of the most common charitable strategies that we have helped implement […]

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Big Beautiful Bill Breakdown: Major Tax Changes for Businesses and High-Net-Worth Families

Date: July 16, 2025 @ 12:00 PM
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