Strategic philanthropy isn’t just what you give, it’s how you give.

With tax rules shifting, donors are rethinking:
• when to give
• what to give
• long-term strategy

Get the Guide to Giving: samaritas.co/givemoretogetmore
#TaxSeason #TaxDay #philanthropy #TaxPros #TaxPlanning

Are You ‘Spaving’? How to Save Instead of Overspend Chasing free shipping and discounts feels thrifty. The math can work in your favor, if you do it right.

Chasing free shipping and discounts feels thrifty. The math can work in your favor, if you do it right. Read more: www.cpapracticeadvisor.com/2026/03/30/are-you-spavi... #Finance #Accounting #TaxPros #CPAs #MoneyTips #Spaving #Savings

IRS Data: As of March 20, the Average Tax Refund is $3,571 The latest statistics from the Internal Revenue Service showed that, as of March 20, the average tax refund this year is $3,571, a 10.9% increase from last year’s average of $3,221.

The average tax refund this year is $3,571, a 10.9% increase from last year. Read more: www.cpapracticeadvisor.com/2026/03/30/irs-data-as-o... #IRS #TaxRefund #TaxSeason #Accounting #TaxPros #CPAs #Finance #TaxTwitter

Are You ‘Spaving’? How to Save Instead of Overspend Chasing free shipping and discounts feels thrifty. The math can work in your favor, if you do it right.

Chasing free shipping and discounts feels thrifty. The math can work in your favor, if you do it right. Read more: www.cpapracticeadvisor.com/2026/03/30/are-you-spavi... #Finance #Accounting #TaxPros #CPAs #MoneyTips #Spaving #Savings

IRS Data: As of March 20, the Average Tax Refund is $3,571 The latest statistics from the Internal Revenue Service showed that, as of March 20, the average tax refund this year is $3,571, a 10.9% increase from last year’s average of $3,221.

The average tax refund this year is $3,571, a 10.9% increase from last year. Read more: www.cpapracticeadvisor.com/2026/03/30/irs-data-as-o... #IRS #TaxRefund #TaxSeason #Accounting #TaxPros #CPAs #Finance #TaxTwitter

This Simple Five-Minute Trick Could Make You More Productive at Work An expert shares a simple five-minute trick that can help anyone overcome procrastination and get more done in the office.

An expert shares a simple five-minute trick that can help anyone overcome procrastination and get more done in the office. Read more: https://ow.ly/cr8n50YAsTs #Productivity #Accounting #TaxPros #CPAs #OfficeTips

IRS Data Shows Average Tax Refund is $352 More Per Filer This Year Tax season is nearly over. With less than a month left to file, taxpayers may see some surprising trends affecting their refunds.

Tax season is nearly over. With less than a month left to file, taxpayers may see some surprising trends affecting their refunds. Read more: https://ow.ly/eKsv50YzWVF #TaxSeason #TaxRefund #IRS #Accounting #TaxPros #Finance #TaxTwitter

Compliance Officers Are Experts, Stop Wasting Them on Noise The compliance officers making the biggest impact on their firms aren't simply the ones processing the most alerts.

The compliance officers making the biggest impact on their firms aren't simply the ones processing the most alerts. Read more: https://ow.ly/rOgf50YzWTO #Compliance #Accounting #RiskManagement #Audit #AccountingProfessionals #TaxPros

IRS Data Shows Average Tax Refund is $352 More Per Filer This Year Tax season is nearly over. With less than a month left to file, taxpayers may see some surprising trends affecting their refunds.

Tax season is nearly over. With less than a month left to file, taxpayers may see some surprising trends affecting their refunds. Read more: https://ow.ly/PyYg50YzWV9 #TaxSeason #TaxRefund #IRS #Accounting #TaxPros #Finance #TaxTwitter

Will California’s Billionaire Tax Pay Off? New Studies Sharply Disagree Two new studies come to vastly different conclusions on the proposed 5% one-time tax on California's billionaires.

Two new studies come to vastly different conclusions on the proposed 5% one-time tax on California's billionaires. Read more: https://ow.ly/9arp50YzWCh #CaliforniaTax #Billionaires #TaxPolicy #AccountingNews #Finance #TaxPros

Some States Consider Tax Holidays as Gas Prices Continue to Rise Gas prices are climbing again across the U.S.—with little clarity on where prices are headed next—spurring proposals for state gas tax holidays in the hopes of offering drivers some relief.

Gas prices are climbing again across the U.S.—with little clarity on where prices are headed next—spurring proposals for state gas tax holidays. Read more: https://ow.ly/TLnP50YzWFl #GasPrices #TaxPolicy #AccountingNews #Finance #TaxPros #Economy

Retirement Woes: U.S. Workers Aren't Saving Nearly Enough for Their Future To enjoy retirement, Americans say they'll need about $1.5 million in savings. But the typical worker has less than $1,000 saved, according to a report by the National Institute on Retirement Security.

To enjoy retirement, Americans need about $1.5 million in savings. But the typical worker has less than $1,000 saved, according to a report by the National Institute on Retirement Security.- https://ow.ly/T4kW50YyYpn #retirement #savings #personalfinance #accounting #taxpros #financialplanning

Shock Drop in U.S. Payrolls Casts Doubt on Steadying Job Market Nonfarm payrolls fell 92,000 last month, one of the largest declines since the pandemic, after a strong start to the year, a Friday report from the Bureau of Labor Statistics says.

Nonfarm payrolls fell 92,000 last month, one of the largest declines since the pandemic— www.cpapracticeadvisor.com/2026/03/06/shock-drop-in... #jobs #payroll #economy #accounting #taxpros #jobmarket

Social Security Launches Streamlined Process for This Key Document The Social Security Administration has launched an online process for Social Security cards, reducing in-office wait times and promoting mobile check-ins.

The Social Security Administration has launched an online process for Social Security cards, reducing in-office wait times and promoting mobile check-ins. Read more: https://ow.ly/TubX50Ysz8P #SocialSecurity #TaxPros #AccountingNews #CPAs #DigitalTransformation

The Social Security Administration has launched an online process for Social Security cards, reducing in-office wait times and promoting mobile check-ins. Read more: https://ow.ly/MmZR50Ysz7V #SocialSecurity #TaxPros #AccountingNews #CPAs #DigitalTransformation

You’ve heard the rest, now it’s time to file with the best! IV Tax Pros is here to get your taxes filed quick and easy. With over 25 years of experience you can be sure you’re getting the best service out there. Click the link in our bio to learn more.

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IV Tax Pros is officially opening limited tax preparation spots starting January 26th! Secure your spot early and get expert help this tax season. Don’t wait—appointments are
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Timing is Everything: A Conversation Between a Tax Pro and Client - Think Outside the Tax Box The new permanent bonus depreciation regime will bring back the old playbook: lever up to buy a rental property and bonus depreciate everything under the sun. But the tax savvy general partners know that WHEN to depreciate is just as important as how to...

With permanent bonus depreciation now in place, many investors are returning to the classic approach of leveraging rental property purchases and accelerating deductions. Roger Ledbetter breaks it down in his article:
https://bit.ly/4pzBqWv
#taxes #taxpros #tax

Hey #taxpros - what's your best year-end tax tip? I'd love to hear it for an article I'm working on. Please send to kerb (at) forbes (dot) com.
Thanks!

Join us TOMORROW December 4th at 11am PST for Building Blocks for Long Term Tax Efficiency with Todd Lofgren from our sponsors Alternative Tax Management!
thinkoutsidethetaxbox.com/articles/2025-winter-edu...
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Last week, I had the honor of accepting the Georgia Society of CPAs Meritorious Award on behalf of Art Auerbach at this year’s Fall Leadership Council.

I’ve never met another CPA quite like Art. Stay tuned for a follow-up video when I deliver the award to him in person!

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Working through the One Big Beautiful Bill and need some tax pros to help me make sense of this passage. Page 424, Section 70425 - "Paragraph (1) of section 170(b) is amended by adding at the end the following new subparagraph:
🧵1 #taxpros

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👀 The IRS knew him. You probably don’t (yet).

Terry Lemons spent decades behind the scenes at the IRS—now he’s stepping out to bring Tax Team Trivia to the #TaxRetreat25!

🎥 Sneak peek: taxretreat.org
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🎥 I caught up with one of our awesome Tax Retreat sponsors at AICPA Engage!

Why do people love the Tax Retreat? It’s all about the people, the energy, and the fun.

Join us 👉 taxretreat.org

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I am excited to be joining @emdeeem.bsky.social today for an InCiteful workshop on engagement letters and payment strategies! If you aren't an incite.tax member, I highly recommend checking it out! #TaxSky #EA #CPA #TaxPros

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5. Building in extra time—because everything takes longer than I think it will.

🧠 I want next season to be productive and sustainable.

👉 What’s one thing you’re changing next busy season? #TaxPros #TaxSky ⬇️