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How will the One Big Beautiful Bill Act (OBBBA) affect charitable giving in 2025 and 2026? Elevate Wealth Advisory’s CEO Deanne Rosso and Director of Investment Policy Rob Fezekas break down what matters: the temporary increase to the SALT cap for 2025 and new rules arriving in 2026 (including a limited deduction for non-itemizers and a 0.5% AGI floor for itemizers). Learn what to track this year, what to save, and how timing could influence deductions.What you’ll learn:-2025 SALT cap change and why more households may itemize-What’s changing in 2026 for non-itemizers and itemizers-Practical tips for record-keeping and timing giftsNeed help aligning giving with your plan? Visit elevate-wealth.com and click “Let’s Talk.”#AthensGA #AthensWealthAdvisor #AthensFinancialPlanner #InvestmentAdvisorAthens #OconeeCounty #CharitableGiving #TaxPlanning #SALTCap #OBBBA #WealthManagement #RetirementPlanning #FeeOnlyPlanner #GeorgiaFinance
By Elevate Wealth AdvisoryHow will the One Big Beautiful Bill Act (OBBBA) affect charitable giving in 2025 and 2026? Elevate Wealth Advisory’s CEO Deanne Rosso and Director of Investment Policy Rob Fezekas break down what matters: the temporary increase to the SALT cap for 2025 and new rules arriving in 2026 (including a limited deduction for non-itemizers and a 0.5% AGI floor for itemizers). Learn what to track this year, what to save, and how timing could influence deductions.What you’ll learn:-2025 SALT cap change and why more households may itemize-What’s changing in 2026 for non-itemizers and itemizers-Practical tips for record-keeping and timing giftsNeed help aligning giving with your plan? Visit elevate-wealth.com and click “Let’s Talk.”#AthensGA #AthensWealthAdvisor #AthensFinancialPlanner #InvestmentAdvisorAthens #OconeeCounty #CharitableGiving #TaxPlanning #SALTCap #OBBBA #WealthManagement #RetirementPlanning #FeeOnlyPlanner #GeorgiaFinance