10/26/2026
It's Money Counting Monday!
As year-end approaches, the timing of charitable gifts and other deductible expenses may be worth a closer look.
“Bunching” deductions into a single year is one strategy that may help you make the most of your deductions.
The right approach depends on your income, giving goals and broader financial picture — which is why it can be helpful to review this as part of your year-end planning.
Reach out to schedule a conversation about your year-end financial planning opportunities.
Maximize your tax deductions by timing and grouping deductible expenses effectively.