USA Today recently featured Claudia Gonzalez, Principal in Kaufman Rossin’s Tax Services Advisory Group, in an article about how upcoming federal tax changes could reshape charitable giving strategies. As new deduction limits take effect in 2026, financial advisors are urging taxpayers to reconsider when and how they give.
“This is a good option for people who don’t want to hand over four times the amount to an organization now,” said Claudia Gonzalez, principal in Kaufman Rossin’s Tax Services Advisory Group. “They can pay it out over three to seven years.”
President Trump’s new tax and spending package introduces the most significant changes to charitable deductions in nearly a decade, including a 0.5% AGI floor and a 35% cap on itemized deductions for high earners. These changes may alter giving behavior, with itemizers encouraged to accelerate donations this year and non-itemizers waiting until 2026 to benefit from a new above-the-line deduction. Proactive planning and donor-advised strategies can help maximize both philanthropic impact and tax efficiency.
Read the full article in USA Today