Wilke CPAs & Advisors, LLP

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.

Reminder: Third Quarter Estimated Taxes are Due - Now is the time to make your estimated tax payment If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.

A great excuse to get the whole team together. ⚾

The Wilke team, along with family and friends, gathered at PNC Park this week for our annual team celebration.

No agenda. Just an evening catching up, enjoying the game, and spending time together outside the office.

It's a Wilke tradition we're happy to keep.

Thanks to everyone who came out and made the night one to remember.

We’re excited to share that Dylan Nock, CPA, has been named Partner at Wilke CPAs & Advisors!

Dylan joined Wilke in 2022 as a Tax Manager and now serves as Partner, Tax & Cryptocurrency. His work includes tax planning for individuals and businesses, with particular experience serving clients with cryptocurrency and real estate investments.

Please join us in congratulating Dylan on this exciting milestone!

Learn more about Dylan: https://ow.ly/RxMF50ZIlFI

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to make banks compete for you, and how to avoid the technology upgrade tax.

Client Update Newsletter: September 2026 College and trade schools are investments that can pay dividends for years. The same can be true of a few smart tax habits repeated year after year. In this month’s newsletter, we take a closer look at tax breaks for post-secondary education along with practical tax planning moves that can del...

Wilke CPAs & Advisors is pleased to support Duquesne University SBDC’s BizBurgh Presents:

Buy/Sell Fair on Thursday, September 24.

This full-day event is designed for business owners, buyers, and advisors who want to better understand the opportunities and challenges involved in buying, selling, or transitioning a business.

David Wilke and Chris Wenrich will represent Wilke during the Accounting / Tax Implications session.

Learn more and register through Duquesne University SBDC:

https://ow.ly/R6ku50ZHqPo

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Donating to Charities? Do it RIGHT! - Donation basics to ensure a proper tax deduction Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.

When an interest rate matters. This is what you need to know.

Understanding Tax Terms: AFRs The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details.

The Tax Impact as Your Children Grow Up - Prepare now for potential income tax hits As your children age, you can easily be surprised by a larger tax bill. To help ease the possible burden, here are some possible tax hits to prepare for as your children grow older.

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.

2026 Health Savings Account Limits - Reminder to review your contributions Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.

We’re pleased to share that Wilke CPAs & Advisors ranked No. 296 in Inside Public Accounting's 2026 IPA 500, placing us among the IPA Top 300 firms.

That is a 36-place move from our 2025 ranking. Thank you to our team for the work behind this milestone and to our clients and community for their continued trust.

View the full rankings: https://ow.ly/QaCi50Zx90b