Year-End Charitable Giving Strategies for CPAs

Year-End Charitable Giving Strategies for CPAs

With new rules on the horizon, year-end is a critical window for charitable giving. In this blog, we dive into tax-efficient giving strategies (bunching, donor-advised funds, qualified charitable distributions, gifting appreciated assets, etc.)

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Year‑End Tax Planning: How AI Tax Research Tools Empower CPAs

Year‑End Tax Planning: How AI Tax Research Tools Empower CPAs

As the calendar year winds down, CPAs and taxpayers have an opportunity to make moves that could affect next year’s tax bill. The IRS reminds taxpayers that the U.S. tax system operates on a pay‑as‑you‑go basis, so checking your withholding during the year is important to avoid a surprise bill or an unnecessarily large refund.

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