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

About 144 million Americans may qualify for the 2026 universal charity deduction, while high earners face new IRS limits.

Several changes are favorable for broad participation, while others trim deductions for higher-income households. Planning ...

Year-end planning has become even more essential this year due to the passage of the One Big Beautiful Bill Act (OBBBA) ...

A charitable remainder trust (CRT) is an irrevocable trust that generates a potential income stream for you, as the donor to the CRT, or other beneficiaries, with the remainder of the donated assets ...

Learn how charitable remainder annuity trusts (CRATs) work, providing fixed income to beneficiaries and tax benefits while ...

North Dakota, Indiana and Ohio were the top three states for collecting and distributing food. Four states − Delaware, ...

Canadian investors can benefit from lower taxes by donating appreciated securities to a registered charity. According to BMO ...