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  • Tax Strategies

    December 15, 2025

    Using QCDs to Unlock the New Senior Tax Deduction

    The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income (MAGI) with their tax preparer now.

    Read the article

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