MiklosCPA - Accounting & Tax Strategy

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.”

Happy April 15th, everyone! and clients around the country are rounding the finish line. I wish everyone a very productive and accomplished day.

Donor-advised funds (DAFs) exploded in popularity recently for qualified individuals looking to leverage new deductions. Shoutout to Miriam Gottfried of The Wall Street Journal for featuring my thoughts on the potential savings-https://bit.ly/4vmP9TK

The Tax-Saving Charity Funds Wealthy People Are Buzzing About Donor-advised funds are allowing those giving to charity to get ahead of tax-law changes.

Current events are brining up the economic specter of a “recession” around the corner. Learn what to expect and how to prepare in this The Economic Times article – https://bit.ly/41fQpdD

It was a pleasure “talking tax” with you again, Ryan! AI may be useful, but don’t solely rely on it in these last days. Talk to a ! Check out this CNBC article in the pitfalls of AI tax help– https://bit.ly/3PMYKTH

I asked ChatGPT for tax help—experts say I fell into a classic trap I found the AI-generated answers so convincing that I didn't realize I was missing some important context.

This one detail may potentially affect some taxpayer’s returns this . Learn how to circumvent this filing hiccup in Gabriela León’s Mi Bolsillo article. Big thank you for the feature on this topic! - https://bit.ly/4ciEuBY

Most Common Mistake When Filing Your Joint Tax Return with the IRS That No One Notices A small detail on tax forms may seem harmless, but it can quietly create complications for couples filing jointly year after year.

What do audits and root canals have in common? No one wants them. Avoid having an “appointment” by checking out these tips, courtesy of Beth Pinsker of MarketWatch It was a pleasure sharing my insight on this topic!- https://bit.ly/4uT4MC3

If you’re trying to avoid an IRS audit, leave these three things alone on your tax return Your tax situation can change every year, but some things could trigger a red flag in the antiquated computer systems at the IRS.

As rolls along, it’s also worth preparing for tax changes that will affect NEXT year’s rules! Shoutout to Sandra Block of Kiplinger for this comprehensive overview of tax changes for this and next year’s tax season. - https://bit.ly/484vrC0

Tax Changes That Could Lower Your 2025 and 2026 Bills How to make the most of tax changes in President Donald Trump's "big beautiful bill."