IRS

Retirement Upside

Rule Changes Could Make This Charitable Giving Vehicle Even More Popular

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Donor-advised fund assets grew 19% last year to top $328 billion, according to IRS data, with no signs of slowing down

2 min read

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Advisor Upside

IRS Eases Gift Tax Rules for Trump Accounts

The agency is allowing some contributions to be considered “current interest” gifts rather than “future interest” gifts.

2 min read
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Consumer

Coca-Cola Shakes Up $20 Billion Tax Dispute

The Big Four accounting firms (minus Coke’s auditor EY) submitted briefs supporting Coca-Cola, which seems confident of a win.

1 min read
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Advisor Upside

First Tax Season Under Big Beautiful Bill Mixes Heightened Complexity with Bigger Refunds

While tax season is always a headache, clients may see larger refunds this year thanks to recent legislation, experts said.

4 min read

Financial Planning

Worried You Don’t Have Enough Money to Retire? New Rules in ’26 Make It Easier to Catch Up

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Many of the new retirement account rules that take effect in 2026 can simplify building up the savings necessary to live the life you want.

3 min read

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