Many people donate because they want to support causes they care about, but charitable giving can also be a strategic part of your financial plan. With recent tax changes and another year of record giving in the United States, now is a good time to understand how your generosity can also support your long-term goals.

Congress has passed the "One Big Beautiful Bill" (H.R. 1), a sweeping tax package that affects retirees, workers, families, and business owners. Signed into law in July 2025, many of its provisions apply to the 2025 tax year, which began on January 1. Several key measures are scheduled to expire after 2028. Now is the time to prepare.

Our team is committed to keeping you informed about key financial updates that impact your retirement savings, taxes, and overall financial planning. As we step into 2025, several important tax law changes have been announced…