Important Numbers for 2026

We’re at the time of the year where the IRS and Social Security administration release increases (if any) to key financial figures. Similar to the past two years, there are increases across the board going into 2026. These are detailed…

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Posted: Dec 16 2025

Gift4Giving - Fidelity Charitable Gift Fund

Gift4Giving with Fidelity Charitable Gift Fund

Donor-advised funds are one of our favorite vehicles for tax-efficient charitable giving.

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Posted: Dec 17 2024

Important Numbers for 2025

Updates from the IRS and Social Security Administration for the year ahead.

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Posted: Nov 13 2024

Charitable giving paradigm - Form 1040 laying over a 100 dollar bill

New Charitable Gifting Paradigm

Impacts of the CARES Act on Standard Deductions & Required Minimum Distributions

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Posted: Mar 16 2024

Internal Revenue Service building in Washington DC

Inflation Reduction Act & Changing IRS Priorities

How the IRS will use the Inflation Reduction Act to restore fairness to the tax system.

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Posted: Sep 19 2023

My Deductions Wishlist

Play along as we daydream about what might be tax deductible someday.

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Posted: Feb 17 2023

New Year, New Tax Numbers

How the SECURE act will impact retirement and tax planning for 2023.

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Posted: Jan 5 2023

How to Become a Wise Donor

Before making a donation, use these tools and considerations to evaluate potential charities.

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Posted: May 27 2022

Reducing Tax Filing Stress

Take the stress out of filing your tax returns with these six steps.

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Posted: Mar 4 2022

Surprise! You May Qualify for These 2018 Tax Breaks

Here are We have two law changes you should be aware of when planning for your 2018 taxes.