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A Priceless Mistake: How Faulty Appraisals Can Undermine Charitable Tax Deductions

A recent US Tax Court case (WT Art P’ship LP v. Commissioner, T.C. Memo. 2025-30) illustrates how failing to comply with the technical requirements for substantiating the value of charitable contributions can jeopardize a...more

Projected 2025 Estate Planning Updates

The IRS adjusts tax brackets and other tax-related amounts for inflation on an annual basis.  Based data from the Bureau of Labor Statistics through August 2024, experts have projected the following adjustments to some of...more

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