Dec. 30, might be a little late to do this, but in this year of tax changes for those who have not been itemizing, consider whether itemizing for 2025 can be more tax efficient and if so, what transactions to make, for example funding multiple years of charitable in a DAF, selling some funds if cash needed in 2026 etc.
Statistics: Posted by CloseEnough — Tue Dec 30, 2025 7:58 am — Replies 41 — Views 3745