Tax Deduction Strategies
4 strategies in this category
deductions
Charitable Remainder Trusts (CRUTs)
Transfer appreciated assets into an irrevocable trust, receive an income stream, and claim an immediate charitable deduction.
deductions
Healthcare FSA: Save on Medical Expenses with Pre-Tax Dollars
Pay for medical, dental, and vision expenses with pre-tax dollars via a Healthcare FSA. 2025-2026 limits and enrollment guide.
deductions
How to Execute a Charitable Bunching Strategy
Don't just give every year. 'Bunch' your donations into one year to exceed the standard deduction and save thousands in taxes with a donor-advised fund.
deductions
Charitable Bunching + Donor-Advised Funds
Combine multiple years of giving into one tax year to maximize itemized deductions.