2025 is the year to consider maximizing charitable giving due to changes coming from the One Big Beautiful Bill Act (OBBBA). At Pathview Wealth Advisors, we specialize in wealth management with a tax-centric planning approach. We help families make the most of this unique opportunity. Above all, here’s what you need to know and how
Tag: donor advised fund
Three Easy Ways You Can Help Your Community
We at Pathview Wealth Advisors believe three easy ways you can help your community is through volunteering, spreading awareness, and through financial means. We can help you strategize financial giving in a tax-efficient manner. What Is One Easy Way You Can Help Your Community That Doesn’t Involve Money? The easiest way you can help your
Year-End Tax Planning: Tax Benefits for Donor Advised Funds
If you enjoy donating to charities that you support while also receiving tax benefits, a Donor Advised Fund may be a great option for you! In this post, we will explain what exactly a Donor Advised Fund is, and some of the tax benefits for Donor Advised Funds. What Is a Donor Advised Fund? A