Donor-Advised Funds (DAF) Combine Charitable Impact with Tax Benefits. Learn more about DAFs and how they impact your financial planning.

As the 2022 comes to an end, here are eight things to consider as you weigh potential tax moves before the end of the year.

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023.

As an INTRUST Bank customer, you may receive one or more of the following tax documents related to your accounts.

Entering the fourth quarter of 2022, there are several historical trends we can use to provide perspective on current events. Our third quarter perspectives look at contributors to headline inflation, yield-to-worst across fixed income sectors, international markets vs. U.S., and S&P 500 index average returns following midterm elections.

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some significant provisions in the Act are discussed below.