Shelley Johnson, CPAMost people pause on that second one. They give generously, often to causes they've supported for years, but they give the same way they always have: a check or a credit card payment near the end of the year.
Shelley Johnson, CPAAI tools have made a lot of things faster and easier. Tax planning is not one of them. Not entirely, anyway. And understanding where the line is could save you from a costly mistake.
Shelley Johnson, CPAFor most business owners, this is the moment they check the box and move on—not thinking about taxes again until next year. But here’s the difference I see every day: Reactive business owners stop in April. Strategic business owners start in May.
Shelley Johnson, CPAShelley Johnson reviews the last-minute tax strategies and moves you may still be able to take. Learn more about tax preparation vs tax planning.