What the 2025 Tax Season Taught Me About Smarter Wealth + Tax Strategy for 2026
Learn what the 2025 tax season revealed about smarter wealth and tax planning for 2026, including OBBBA changes, SALT deductions, charitable planning, and high-earner strategies.
🌟 Go Big or Go Home: Why 2025 Is the Year to Supercharge Your Charitable Giving.
Explore why 2025 is the most tax-efficient year to make charitable gifts before the One Big Beautiful Bill Act (OBBBA) changes take effect. Learn how donor-advised funds (DAFs) help high-net-worth families amplify impact, teach the next generation, and lock in today’s tax benefits.
Top 5 Reasons to use a Donor Advised Fund, in honor of Donor Advised Fund Day
Charitable gift bunching, to take advantage of tax deductions.