I'm an Attorney and a CPA: Charitable Giving Just Got a Little Easier, But Also a Little Harder

The One Big Beautiful Bill (OBBB) shakes up charitable deductions with a little help for non-itemizers and a new challenge ...
Wealth Management

Navigating Charitable Giving Under OBBBA

High earners face new limits on charitable deductions starting 2026. Learn key strategies to maximize tax benefits now ...
The Monterey County Herald on MSN

Zach Harney, Financial Planning: How to best direct assets to charitable causes

As year-end nears, many think of ways to maximize their charitable donations and reduce their taxable income for the year. The following are several strategies to help minimize your taxes and maximize ...