For retirees staring at a looming tax bill from required minimum distributions, there is a little-used maneuver that can ...

As Treasury Secretary Scott Bessent announced last year, taxpayers will receive “very large refunds,” in his own words, ...

Here's what middle-class taxpayers need to know about the tax package that introduces fresh deductions and credits.

For many taxpayers, the standard deduction makes it unnecessary to itemize. However, this also limits which deductions you can claim, including donations to charity. Recent tax changes have affected ...

The new year brings more than resolutions and fresh starts; it also ushers in several tax changes that could affect your ...

Retirees often leave money on the table at tax time. Discover 12 overlooked tax deductions that could lower your tax bill and stretch your retirement income further.

There have been significant changes over the years in tax laws including the tax deductibility of charitable donations. The One Big Beautiful Bill enacted into law this July has continued to change ...

Several charitable giving strategic tax opportunities offer taxpayers the opportunity to maximize donations to charity and minimize tax liabilities. Image courtesy Getty Images. The biggest mistake ...

As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change. NAIFA’s recent joint webinar ...

When filing your taxes, there are ways to minimize your taxable income — commonly known as a tax write-off. While many people have heard of tax write-offs, they may not ...

To many families and individuals, donating high value artwork to an art-related charitable organization, such as a museum, is a worthwhile legacy strategy as it can offer meaningful philanthropic ...