Anthony Gerardot, CFP, APMA, CKA

Our team is amazing, and we'd love for you to get to know us better.

Meet our summer intern, Amelia Weier.

Amelia is a student at Indiana University majoring in finance and business analytics.
She'll be a senior when she goes back next fall.

Of course, we subjected her to the full list of "Get to know Me" questions.

Here are Amelia's answers to our rapid-fire questions:

Favorite restaurant? IZAKAYA HIBACHI GRILL
Favorite meal/junk food? MAC & CHEESE
Favorite Vacation spot? VERO BEACH, FLORIDA
Hobbies: COLORING, WATCHING TV SHOWS, PLAYING CLUB VOLLEYBALL
What animal represents you? BEAR
Music? I LOVE LIVE MUSIC SO I ATTEND A LOT OF CONCERTS
Beach or Mountains? BEACH
Fun fact: I LOVE THE INDIANAPOLIS ZOO; I'VE BEEN A MEMBER FOR OVER 10 YEARS AND GIVE TOURS TO MY FRIENDS FOR FUN. AND I LOVE MUSICAL THEATRE.

Thanks Amelia, welcome to PVA, we're glad you're here.

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Charitable giving has always felt pretty straightforward. You give, you deduct, and move on.

That may not hold up the same way in 2026. New tax rules could reduce how much of those contributions actually count, especially for higher earners who itemize. For many people, that means the same habits around giving may become less efficient over time.

This is where a bit more planning comes in. Timing, structuring gifts, or using tools like donor-advised funds can help make sure your giving still aligns with your broader financial picture.

How new charitable giving rules could affect your taxes Give to the causes you care about and potentially lower your tax bill in the process.