2026 Tax Regulation Changes and Year-End Donation Strategies
FLTB Fidelity Limited Term Bond ETF
$49.33 -0.12%
View chart & analysis → - 1Ed Slott said that if planning year-end donations, they should be completed by the first week of December.
- 2Anne Reilly said this is a good year to donate securities that have significantly increased in value to avoid capital gains tax.
- 3Ed Slott said high-income taxpayers will face two limitations on itemized charitable contribution deductions starting from the 2026 tax year.
So what's the key point?
Preparation is needed because tax benefits are scheduled to be limited starting from 2026. Donating stocks that have increased in value within this year can help save on taxes.
Source Yahoo Finance · View original ↗
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