This article is the first in a new column, Personal Financial Planning, covering the role of CPAs in advising individuals and ...
The article details how charitable IRA rollovers allow donors aged 73 and up to transfer up to $108,000 directly to charities tax-free, boosting giving and providing tax benefits. Proper steps and ...
Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. The One Big Beautiful Bill Act (OBBBA) is now law. One of the myriads ...
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