News & Insights

Before Claiming a Charitable Deduction for 2025, Make Sure You Can Substantiate it

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If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. But your gifts must be substantiated in […]

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Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit From Itemizing on Their 2025 Returns

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An important decision to make when filing your individual income tax return is whether to claim the standard deduction or itemize deductions. A change under the One Big Beautiful Bill […]

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Changes to Charitable Donation Deductions Are on the Horizon

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Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. And in some cases, they’ll face two new limits. But there’s […]

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Reviewing the November 2025 Markets

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New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models […]

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Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

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With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase […]

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