Statewide
September 10, 2026 - Tax Update: Applying the New Deduction Rules and Ordering Provisions
Bill Knox
Senior Director, Technical Consulting and Strategic Innovation Projects, TIAA Kaspick
September 10, 2026 | 12 – 1:30 pm | FREE
This one hour presentation is followed by an optional 30 minute Q&A session.
Several important tax changes in the One Big Beautiful Bill Act apply starting this year. We will work through a theoretical taxpayer to gauge the impact of the new charitable deduction order, 0.5% charitable deduction floor, and the new itemized deduction ceiling. We will also discuss carryover deductions, an interesting court ruling, and inflation adjustments for 2026.
Bill Knox joined TIAA Kaspick in 2012, where he provides expert tax and technical advice to Kaspick and its clients on all aspects of charitable organizations, estate planning, charitable giving and gift administration. Bill has worked in the field of philanthropy for over 20 years. He serves as legal expert to a number of charitable affinity groups and regularly presents on a variety of topics at both regional and national events. Bill received his J.D. from the Columbus School of Law at the Catholic University of America in Washington, DC and his LL.M in Tax from Loyola Law School, Los Angeles, CA.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.
Thank you to our event sponsor:
