KSDTAdvisors

Wishing our clients, colleagues, and community a meaningful Passover filled with reflection, renewal, and time well spent with loved ones.

Big Tax Changes Are Coming in 2026

Several new tax provisions could impact how individuals, families, and business owners plan their finances next year.

Here are just a few changes to watch:

• A new charitable deduction for taxpayers who take the standard deduction
• AMT rules tightening, which could affect more high-income earners
• 529 plan withdrawal limits doubling for K-12 education expenses
• Energy tax credits ending after 2025
• Changes to business loss limits and QBI deductions

The bottom line: 2026 tax planning may look very different.

Understanding these updates now can help you avoid surprises and make smarter financial decisions.

Read the full breakdown and what it could mean for you.

Visit the www.KSDT.com to read the full article.

Nonprofits receive incredible generosity in the form of clothing, artwork, equipment, and inventory.

But here’s the challenge:

📌 What’s it actually worth?

Valuing donated goods isn’t guesswork. It requires understanding fair market value, comparable sales, restrictions on use, and IRS-specific rules — especially for inventory donations.

When done correctly, proper valuation:
• Strengthens financial reporting
• Protects donors’ tax compliance
• Reduces audit risk
• Builds long-term credibility

Noncash donations are powerful — but only when documented properly.

If your organization receives tangible property contributions, now is the time to ensure your valuation process is clear, consistent, and defensible.

At KSDT Advisors, we help nonprofits move forward with confidence.

Most business owners think tax planning ends on December 31.
It doesn’t.

As 2025 filing deadlines approach, there’s still one major lever left to pull:

Accelerated depreciation.

With expanded 100% bonus depreciation and a $2.5M Section 179 limit, the opportunity is significant.

But here’s the part most miss:

• Bigger deductions can reduce QBI
• Immediate write-offs eliminate future tax shields
• Cash flow today vs. rate strategy tomorrow matters

This isn’t just about writing off equipment.

It’s about timing. Strategy. Positioning your business for 2026 and beyond.

If you placed assets in service in 2025, this decision deserves a second look.

We broke it down on our latest article on our Website. www. Ksdt.com

We’re honored to be recognized among South Florida’s largest accounting firms.

This milestone reflects the trust of our clients, the dedication of our team, and the strength of the relationships we continue to build across our community.

We’re proud of how far we’ve come — and even more focused on where we’re going.

Stronger together. Moving forward.

Did your business make repairs to tangible property, such as buildings, equipment or vehicles, in 2025? Such costs may be fully deductible on your 2025 income tax return, if they weren’t actually for “improvements” that must be depreciated over a period of years. Some IRS safe harbors can help:
1) the routine maintenance safe harbor
2) the de minimis safe harbor, or
3) the small business safe harbor.

However, improvements might also be eligible to be deducted immediately in certain circumstances. Contact us to discuss what you can deduct on your 2025 return and to start planning for tax-efficient repairs, maintenance and improvements in 2026.

What would happen if your CFO suddenly left? Leadership changes in your finance and accounting department are easier to manage when you plan ahead.

This includes reviewing your current financial reporting and software needs, evaluating the department’s performance, and anticipating future demands.

Whether you’re proactively planning for future change or navigating an imminent leadership transition, we can help you develop a clear action plan to keep your finance and accounting team stable, effective and aligned with your organization’s needs in 2026 and beyond. Contact us to get started.

Connect with Us

KSDT is proud to share an exciting milestone.

Our Managing Partner, Jeff Taraboulos, has been recognized five times as a Power Leader by the South Florida Business Journal—an honor that reflects sustained leadership, vision, and impact across South Florida’s business community.

This recognition speaks not only to Jeff’s commitment to excellence, but also to his ability to lead with purpose, inspire growth, and guide KSDT forward in a constantly evolving marketplace. His leadership continues to shape our firm’s culture, strengthen our client relationships, and position KSDT as a trusted advisor and community partner.

Congratulations, Jeff, on this well-earned recognition—and thank you for setting the standard for leadership at KSDT.

A SEP retirement plan is easy to establish and a powerful retroactive tax planning tool for business owners and the self-employed.

This season is a reminder of what truly matters, community, connection, and gratitude.

We’re thankful for the trust of our clients, the dedication of our team, and the relationships that make our work meaningful every day.

May your holidays be filled with joy, peace, and time well spent with the people who matter most. Wishing you a bright end to the year and continued success in the year ahead.

Happy Holidays from all of us at KSDT!

Year-end tax planning can be more challenging for accrual-basis businesses. But some powerful strategies are available.

Today, we’re excited to share the launch of our new KSDT Tax Planning Hub — a comprehensive resource for business owners, CFOs, and leaders looking to make informed decisions before year-end.

Inside, you’ll find:
• Practical year-end tax strategies
• Planning tools for accrual- and cash-basis taxpayers
• Guidance on deductions, timing, and documentation
• Insights from our Tax Advisory team

Whether you’re managing growth, expansion, or cash-flow optimization, this Hub is built to support you.

Visit the Tax Planning Hub
https://ksdt.com/ksdt-tax-planning-hub/

From our KSDT family to yours, Happy Thanksgiving.