New Tax Rules Are Making This Charitable Giving Strategy Even More Valuable

U.S. charitable giving tops $600 billion for first time, driven by megadonors and stock market rally

U.S. charitable giving surpassed $600 billion for the first time in 2025, reaching an estimated $617.2 billion — a 5.7% increase from the pr

How Trump’s ‘big, beautiful bill’ is boosting the rich and harming the poor — one year later

Senate Finance Committee Proposes Expansion of QSBS Tax Benefits

The Senate Finance Committee proposes significant expansions to the tax benefits of qualified small business stock (QSBS) in response to the

How a Charitable Remainder Trust Can Help Diversify a $2.4 Million Concentrated Stock Position While Avoiding Capital Gains Tax

A 68-year-old retired executive with $2.4 million in a single concentrated stock position (cost basis of $180,000) faces a potential $480,00

Digital Creators Included in U.S. Treasury's Tax-Free Tips Policy

The U.S. Treasury Department has expanded the "no tax on tips" policy to include digital creators such as podcasters, social media influence

Social Security Benefit Taxes Remain Unchanged Under New One Big Beautiful Bill Act

The One Big Beautiful Bill Act (OBBBA) introduced a deduction for seniors aged 65+ but did not change the taxation of Social Security benefi