Save the date of March 5 for a free, in-person and Zoom video conference about charitable giving considerations in 2026.
The One Big Beautiful Bill Act, which was signed into law last summer, includes tax changes that went into effect on January 1. Several new provisions will significantly affect charitable giving decisions, including an above-the-line deduction for those who don’t itemize. You can read more about the specific provisions on the Wealth Enhancement Group blog or Fidelity’s website.
Planning is important to minimize your tax liability and to take advantage of incentives for charitable giving. Join Danny Frederickson and Emma Mueller of Wealth Enhancement Group to learn about:
- 2026 tax changes as they relate to charitable giving
- the value of taking Qualified Charitable Distributions from your IRA
- utilizing a Donor Advised Fund
- long-term gifting strategies
- charitable legacy planning
Participation is open to the public. Please register in advance below.