MiklosCPA - Accounting & Tax Strategy

Summer is in full swing, and some families may find by sending their kids to summer camp! Check out this useful article by Andrew Keshner of MarketWatch. I appreciate the shoutout. -https://bit.ly/4wDZWZr

How parents can take advantage of the ‘best summer-camp tax break in years’ For many kids, summer means camp. For many of their parents, that means financial juggling to pay for those camp experiences.

Some updated “catch-up” rules can help near- workers save additional amounts towards their 401k in this latest Barron's article by Debbie Carlson. Thank you for the shout-out! https://bit.ly/3R2ODL9

The Rules on Catch-Up Contributions to Your 401(K) Have Changed. What to Know. Most high-earning employees will now need to funnel their catch-up contributions into an after-tax Roth account.

Savvy can leverage a that helps fund educational scholarships. However, not all states qualify. Zoe Sagalow of Financial Planning brings my insights and other commentary on this new credit – https://bit.ly/3SCvlwV

New tax credit adds planning strategy for advisors and charitable clients The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.

New can get a head start on personal financial freedom by making these 5 money moves! Thank you Rachel Barber, of USA TODAY, for letting us fiscal veterans share our wisdom with a new career generation! –https://bit.ly/4wpDEuB

Graduating in 2026? Here are 5 money moves to make right now New college graduates face an economy in which consumer sentiment is near record lows, but they still have ways to get on solid financial footing.

The annual CalCPA was a must-attend experience! Between the incredible speakers, in-depth education, and engaging conversations, we were able to connect with such a great group of professionals to share how the industry is changing.

A truly valuable event for , , and working to support clients in an increasingly complex and evolving industry.

If you missed it this year, be sure you are here next year!

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Such an important topic right now — working in can quietly shrink your Social Security checks, and claiming your benefits too early carries a real cost. Grateful to be part of this great discussion with Richard Eisenberg over at MarketWatch!

https://www.marketwatch.com/story/how-to-work-in-retirement-without-seeing-your-social-security-checks-slashed-05d6c830

👏 Are you planning to work after you start collecting?

How to work in retirement without seeing your Social Security checks slashed Claiming benefits before full retirement age while keeping a job can trigger unexpected withholdings — but the money isn’t lost forever.

It was a pleasure to join CalCPA's ABC Night at Bonaventure Brewing Company where , and came together to strengthen connections across our broader community. The evening reflected the value of bringing people together across our respective disciplines—not only to exchange perspectives and build relationships, but to create bridges that lead to future collaboration and shared . We get the chance to connect with so many accomplished professionals in such a welcoming setting, while supporting scholarships and investing in the future of our cherished profession.

On one of the reasons why ! Hanging out with the for the Los Angeles Dodgers v Los Angeles Angels for the Freeway Series! Ohtani may have been on fire, but the warmth was about the CalCPA folks there!

Today’s economic realities have led to a ‘sandwich generation’ that cares for both its kids and parents, adding another layer of daily life stresses. How to navigate it? Thank you Medora Lee of USA TODAY for talking with me on this pertinent topic. – https://bit.ly/4trqfjz

Sandwich generation needs to budget for kids and parents. But how? The "sandwich generation" simultaneously cares for kids and parents. How can they afford to do both?

“Super catch-up contributions” can help worker near save more money and grow their retirements, but is it feasible in reality? Thank you Jessica Hall of MarketWatch for the feature in this discussion. - https://bit.ly/423gPjb

These workers are allowed to save $35,000 a year in their 401(k)s. Here’s how many actually do it. Super catch-up contribution rates are low: “Most people don’t have that kind of discretionary income.”