Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

Tax season often brings a mix of paperwork, questions, and reflection. It’s also a time to think about how we support the people and places that matter most. As new tax laws take effect, charitable ...

Prospective 2028 presidential candidates are proposing major tax cuts. They belong to a different party than you might expect ...

Discover how a bargain sale to a charitable organization involves selling goods for less than fair market value, offering potential tax benefits.

With 2025 drawing to a close, the tax landscape looks very different from where we stood just 12 months ago. The passage of the One Big Beautiful Bill Act (OBBBA) has rewritten several key components ...

Make a difference today and save on taxes. It is possible when you support Oxfam America through your IRA.

One of the most effective ways to avoid capital gains taxes on gold entirely is to hold gold inside a self-directed IRA, sometimes called a gold IRA. This type of retirement account offers a legal way ...

How recent Federal tax law changes are reshaping charitable giving strategies—and what you should do before year-end ...

A charitable gift annuity provides lifetime income in exchange for a donation to a nonprofit, with tax benefits for the donor and organization.

How donor-advised funds work and key considerations before contributing assets Changes under the OBBBA affecting deductions and giving strategies How strategies like bunching can maximize charitable ...

Not to be confused with the additional standard deduction for seniors, the new senior tax deduction allows qualified filers to shelter even more of their income from taxes. Many, or all, of the ...