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What the OBBB Means for Charitable Giving in 2026 I Why Your Giving Strategy May Need a Second Look Thumbnail

What the OBBB Means for Charitable Giving in 2026 I Why Your Giving Strategy May Need a Second Look
Insights Financial Planning Tax Planning

Starting in 2026, the One Big Beautiful Bill (OBBB) introduces new charitable giving rules, including a 0.5% AGI threshold, reduced deduction benefits for high-income earners, and limited deductions for non-itemizers. This guide explains what’s changing and outlines tax-efficient strategies like bunching donations, donating appreciated assets, and coordinating giving with income events to help maximize impact.

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Don’t Waste a Year of Contributions: 401(k), HSA, and Benefit Elections to Revisit Early Thumbnail

Don’t Waste a Year of Contributions: 401(k), HSA, and Benefit Elections to Revisit Early

Investment Retirement Funding Insights Tax Planning

Optimize your 401(k), IRA, and HSA contributions early in the year to stay on track for your retirement goals. Learn how to review contribution pacing, maximize employer match, evaluate Roth vs. pre-tax strategies, and align beneficiaries with your estate plan. Heritage Wealth Management shares practical, tax-aware strategies to help high-income individuals and families improve long-term outcomes without changing their lifestyle.

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