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 Taxes, Stocks, and Donations: How the Three Fit Together to Save Money

July 13, 2020 

Taxes, Stocks, and Donations: How the Three Fit Together to Save Money

Having the best options for your clients when tax time comes around is part of being a professional CPA. All clients want to decrease tax burden and increase deductions to maximize after-tax income for the year. There are many options available to help in that pursuit, but some are more well-known than others. Charitable donations...…

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July 10, 2020 

Do You Have a Clear CAAS Vision?

CAAS stands for Client Accounting and Advisory Services. It may be too late for the profession to choose to use this far better name. One of the regrets that I have from the last 35+ years of trying to help CPA firms ...

Randy Johnston

form 990

July 9, 2020 

Tax Exempt Orgs Face July 15 Filing Deadline, Too

Tax-exempt organizations that certain forms they file with the IRS are due on July 15, 2020. For organizations that operate on a calendar-year basis, this includes the 2019 Form 990 they would have normally filed on May 15.

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July 9, 2020 

Riding Out the Personal Finance Investing Storm

The biggest mistake an investor can make is an impulsive one, which all too often can lead to regret. We strongly encourage clients to take time to think about the news before acting on their impulses.