Latest / Money & Taxes from Bb to XYZ
‘Tis the Season for Tax-Smart Charitable Giving!
'Tis the season for tax planning — and considering charitable giving! In this episode, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, dive into how charitable contributions could impact your taxes in a positive way. As year-end approaches, they explain who might benefit from giving before December 31, how deductions work with the 2025 standard deduction, and what’s changing in 2026. From donor-advised funds to donating appreciated stocks instead of cash, the duo breaks down smart ways to give — without missing out on valuable tax savings.
You’ll learn
Whether charitable giving…
The skinny
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