How What You Donate Impacts Your Tax Deduction
Charitable donations can be a powerful tax-saving tool. But there’s much to consider as you plan your giving for the rest of 2026.
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Individual Tax
Tax Tips for Parents with Kids Heading to College This Fall
When a child goes to college, there are both tax-saving opportunities and potential tax pitfalls. Learn how to make the most of the former and minimize the latter.
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Add Flexibility To Your Estate Plan With Powers Of Appointment
Estate planning tools such as powers of appointment can provide you peace of mind. How? You’ll know that a trusted individual will be able to adjust the distribution of your assets if needed to achieve your goals.
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Tax Mitigation Strategies When Rebalancing Your Investment Portfolio
Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing.
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Unlock Tax-Free Gains With QSB Stock
C corporation shareholders usually owe tax on gains from selling stock. But with qualified small business (QSB) stock, owners hold the key to a potential gain exclusion. Is this strategy right for your business?
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If You’re Charitably Inclined, Your Estate Plan Can Benefit From A Donor-Advised Fund
Can a donor-advised fund help you achieve your charitable giving, tax saving and estate planning goals?
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Fine-Tune Your Tax Withholding After Filing Your Return
Keeping your withholding aligned with your expected tax liability can help you enjoy better cash flow during the year and avoid unwelcome surprises at filing time. Learn how to fine-tune it.
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How Can an FLP Fit Into Your Overall Estate Planning Strategy?
Well-established nonprofits face a distinct set of challenges that can make it difficult to stay on target. Learn to recognize (and overcome) common pitfalls that come with maturity.
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New Provisions for 2026 May Affect Your Tax Planning
Tax law changes under the One Big Beautiful Bill Act require you to revisit (and potentially revise) your 2026 tax strategies.
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When Should You Update Your Estate Plan?
If you haven’t recently reviewed your estate plan, there may be multiple reasons to do so now.
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