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A professional woman reviewing financial documents related to charitable giving.

The 2026 Charitable Deduction Reset: What High-Earners Should Do Before the Rules Change

Strategic to maximize tax efficiency and charitable giving. Explore how to use donor-advised funds, optimize asset selection, and plan for the upcoming transition.

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Scrabble tiles arranged to illustrate the concept of Section 301 tariffs affecting small businesses, with a focus on China trade policies.

Section 301 Tariffs for Small Businesses in 2025: Current Rates, Exclusions, and FAQs

Untangle the complexities of Section 301 tariffs in 2025, with our concise guide for tax advisors.

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Tax Advisor Weekly — October 24, 2025

Tariff shockwaves, Supreme Court cases, university cuts, and shutdown escalations—this week’s Tax Advisor Weekly helps make sense of growing fiscal turbulence.

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What Advisors Need to Know About IRS Cybersecurity Guidelines

Learn how IRS cybersecurity guidelines help tax advisors safeguard client data, meet compliance, and strengthen trust.

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1031 Exchange Updates You Should Know

Explore the latest changes in 1031 exchanges, including property eligibility, timeline modifications, and tax implications.

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A woman is smiling while teaching her son, illustrating the concept of saving for education through 529 plans and Roth IRA rollovers.

529 to Roth IRA Rollovers 2025: A Guide to Eligibility & How to Do It

Explore the new 529 to Roth IRA rollover options starting in 2025. Learn everything you need to know to optimize your educational savings and retirement funds.

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Eco-friendly home with sustainability symbol representing energy-efficient construction and green building tax incentives for developers in 2025.

Everything You Need to Know About Green Building Tax Credits in 2025

The green building landscape is rapidly evolving, and 2025 is shaping up to be a pivotal year for developers navigating tax policy. Federal and state governments are doubling...

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Newly constructed multi-family housing development under construction, representing increased density encouraged by zoning reform.

Housing Affordability Policy 2025: Impacts on Builders & Investors

Explore how 2025 housing affordability policies are reshaping real estate for U.S. builders and investors. Understand risks, opportunities, and key legislation.

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Joyful adult daughter embracing and surprising her smiling senior mother in a garden, conveying warmth, connection, and multi-generational family bonding.

6 Strategies for Generational Wealth Transfer

Discover 6 established generational wealth transfer strategies, from gifting and trusts to Roth conversions and heir education. Learn how to build a lasting legacy.

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Section 179 Deduction 2025: Business Equipment Tax Savings Guide

Discover how to take advantage of Section 179 depreciation in 2025. Learn about updated deduction limits, qualifying purchases, and how bonus depreciation fits in.

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