Keeping Records that Support a Charitable Deduction
Charitable giving feels simple in the moment. A check gets written, a card gets swiped, a box of clothes gets dropped off. The complexity shows…
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Inflated Donation Deductions: The Charity Scam Aimed at Taxpayers
Most charity scams target the donor’s wallet. A quieter one targets the donor’s tax return. The IRS included charitable contribution schemes in its 2026 Dirty…
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Savvy Savings: Essential Tax-Saving Strategies for this Filing Season
If tax law had seasons, 2025 would be the calm stretch before the forecast changes. But several of the rules that have shaped returns for…
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Giving After a Disaster: How to Help Without Getting Scammed
When a disaster strikes—whether it’s a wildfire, hurricane, flood, or something no one saw coming—most people respond with generosity. Communities pull together, strangers help strangers,…
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Philanthropy and Your Estate Plan: Smart Moves Before 2026
Including philanthropy in your estate plan lets you support meaningful causes and may reduce taxes on your estate. With higher exemption amounts scheduled to expire…
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Fake Charities: When Generosity Meets Deception
Welcome back to our tour through the IRS’s 2025 Dirty Dozen, where we highlight this year’s most devious tax scams so you can steer clear….
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From Donations to Deductions: Understanding the Tax Implications of Crowdfunding
Crowdfunding Success: When the IRS Comes Knocking Crowdfunding can feel like modern-day magic—just a few clicks, and suddenly you’re swimming in donations from friends, family,…
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Innovative Giving: Exploring the Flexibility of Donor-Advised Funds
Secure Your Tax Benefit Now and Guide Charitable Efforts Tomorrow Making a large charitable donation can be both a generous gesture and a strategic financial…
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Tax Saving Strategies for Nature Lovers: Conservation Easements and You
Interested in helping to conserve land for public use or preserve an historic structure from real property that you own? If you feel a deep…
