November 2025 – White Oak Financial Management

828-274-7844 | info@wofm.us

Year-End Charitable Giving Strategies
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Year-End Charitable Giving Strategies

Taxes & Rules

Year-End Charitable Giving Strategies

As we approach year-end, many clients are thinking about charitable giving—both to support the causes they care about and to take advantage of available tax benefits. Because the standard deduction has increased significantly in recent years, fewer taxpayers now itemize deductions. For 2025, the standard deduction is $15,750 for single filers and $31,500 for married [...]

By Brent Ford|2025-12-24T18:37:47+00:00November 12th, 2025|Taxes & Rules|

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White Oak Financial Management, Inc. (“Investment Adviser”) is an investment advisor firm with its principal place of business located in Asheville, NC. Investment Adviser and its investment adviser representatives are in compliance with the current registration requirements imposed upon registered investment adviser firms by those states in which we maintain clients. Investment Adviser may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

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