Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for...

Year-End Tax Playbook – Ep. 256
CWA
October 21, 2025
There is no one-size-fits-all approach to end-of-year tax strategies, so it’s crucial for business owners to know where they can maximize their deductions and start
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CWA
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July 9, 2025
Summary of the Business and Personal Tax Provisions On July 4, 2025, President Trump signed The One Big Beautiful Bill Act (OBBB). This new legislation...
6 MIN READ

by
CWA
•
April 4, 2025
How to maximize your deductions Updated April 2025 Understanding the expenses you can and cannot write off for your small-to-mid-sized business is critical for optimizing...
3 MIN READ

by
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•
March 26, 2025
Interim Final Rule Eliminates BOI Reporting Requirements Updated March 26, 2025: Reporting requirements removed! On March 21, 2025, FinCEN issued an interim final rule that...
3 MIN READ

by
CWA
•
January 17, 2025
Funding limits continue to reflect rising inflation Key Takeaways Every year, the IRS adjusts retirement plan contribution limits for inflation. Increases in contribution limits allow...
3 MIN READ

by
CWA
•
October 21, 2024
Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for...
6 MIN READ

by
CWA
•
July 8, 2024
Upcoming tax law changes will lower the inheritance tax threshold Key Takeaways The 2017 Tax Cuts and Jobs Act inheritance tax exemption will expire at...
4 MIN READ

by
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•
May 15, 2024
Take a proactive approach to your tax projection Key takeaways: A good tax projection is proactive, which means evaluating the year ahead and planning for...
3 MIN READ

by
CWA
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January 19, 2024
Funding limits increase to reflect rising inflation With the rising cost of living, the Internal Revenue Service is offering its annual increase to taxpayers by...
3 MIN READ

by
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November 17, 2023
Tax Deductions for the Business Use of Your Vehicle If there is a list of top questions CWA advisors get, how to deduct a vehicle...
4 MIN READ

by
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November 7, 2023
Learn the why, when and how behind the short-term rental tax loophole Key takeaways Investing in a short-term rental (STR)—property rented out less than seven...
4 MIN READ
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