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

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

Q. In a recent column, you indicated that I could use the qualified charitable distribution (QCD) option at 70 1/2. I am confused. I thought I did not have to take required minimum distributions (RMDs ...

Taxpayers who donate to the causes that are close to their hearts have a new reason to celebrate — and to give: The massive new tax law includes a valuable new tax deduction for qualified charitable ...

Here’s how to give wisely.

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

Tens of millions of Americans have individual retirement accounts (IRAs). The IRS requires withdrawals from IRAs once people reach a certain age. However, you may be able to make a qualified ...

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 ...

Richard Stern and Spencer Skalleberg Much has been written about the One Big Beautiful Bill Act since it was signed into law last summer, but one of its more interesting provisions has been somewhat ...

It’s officially the holiday giving season – the busiest time of year for making contributions to your favorite charitable causes. But before you donate this year, know that taking a smart approach to ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. The early months of the year are important for taxpayers ages 70½ and ...