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Investment
The Tax-Smart Donor: Optimize Your Lifetime Giving Plan
Expert review of Phil DeMuth's "The Tax-Smart Donor" breaks down how to create a lifetime giving plan that saves you money on taxes
Courses
2026 Tax Guide: Navigating the 3 Big Tax Types You Need to Know
Discover the three tax zones—earnings, purchases, ownership—in 2026 Tax Guide. Dive deep into 12 essential taxes and their impact on your finances and the economy
Blog
2025 Tax Extension: How to File + Deadlines Explained
Learn how to file IRS Form 4868 for 2025 tax extension, key deadlines, and payment tips to avoid penalties.
Blog
Gambling Loss Deduction Cap: OBBBA’s 90% Rule Explained
Starting 2026, OBBBA limits gambling loss deductions to 90%. Learn who’s hit hardest, how to plan, and what lawmakers are doing