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Wednesday, February 11, 2026

Starting in 2026, charitable deductions face a 0.5% AGI floor and a 35% cap. For $200K+ earners, multi-year planning and Donor-Advised Funds can preserve deductions, avoid capital gains, and improve overall tax efficiency.

Wednesday, October 16, 2024

Corey Peterson, President of Bayside Tax & Wealth, was recently honored with the "Businessperson of the Year" award by the Port Washington Chamber of Commerce.