Goodman Financial

Giving back is about more than generosity - it's about creating a lasting impact with intention.

In her latest article, "Giving with Intention: A Guide to Charitable and Gifting Strategies in 2026," Diana Castro, CPA, CFP®, Senior Financial Advisor, explores tax-efficient strategies that can help individuals and families maximize the impact of their charitable giving while supporting their broader financial goals. From annual gifting exclusions and Qualified Charitable Distributions (QCDs) to donor-advised funds and gifting appreciated assets, thoughtful planning can help ensure your generosity works as hard as you do.

Read more here:

Giving with Intention: A Guide to Charitable and Gifting Strategies in 2026 - Goodman Financial Charitable giving is one of the most direct ways individuals translate personal values into lasting impact. In 2026, donors have access to a broad range of

We were proud to be a Presenting Sponsor at this year's TXCPA - Texas Society of CPAs Annual Meeting and connect with fellow professionals, share insights, and support the accounting community.

We had a great time making connections at the conference! Thank you to everyone who stopped by our booth!