by brwillmann | Dec 17, 2025 | insights
President Trump has made no effort to hide his disdain for Fed Chairman Jerome Powell, whose term expires in May 2026. The President’s appointee will most certainly share his propensity for lower interest rates. In the case of perceived front-runner Kevin Hassett,...
by brwillmann | Dec 17, 2025 | retirees
At present, Qualified Charitable Distributions (QCDs) cannot be made to donor-advised funds (DAFs). If you are interested in the technical explanation, Internal Revenue Code (IRC) Section 408(d)(8)(B)(i) defines a qualified charitable distribution (QCD) as a...
by brwillmann | Dec 17, 2025 | self-employed
This may seem counter-intuitive, but it is possible that a year-end Roth conversion could increase your Qualified Business Income (QBI) deduction. First, note that the Qualified Business Income (QBI) deduction is the lesser of: 20% of your Qualified Business Income...
