November 18th at 12:00pm CST

Kathy Stump, CPA & Clark Boyd, MBA

Charitable Giving & Deduction Strategies: Making the Most of Your Donations

The right giving strategy can maximize your impact and your tax savings. With new rules under OBBB, it’s more important than ever to understand how charitable contributions fit into your overall financial plan.

In this webinar, we’ll walk you through the smartest ways to give—whether you itemize deductions or not—and how to make your generosity go further for both you and the organizations you support.

You’ll learn:

• Donor-Advised Funds (DAFs): How they work, when to use them, and the long-term benefits.

• Stock Donations: Why giving appreciated stock can be more tax-efficient than cash.

• OBBB Charitable Rules: What’s changed and how it affects your planning for 2024 and beyond.

• Itemized vs. Standard Deduction: Options to maximize deductions even if you don’t itemize every year.

This session is designed for individuals, families, and business owners who want to align their charitable goals with smart tax planning.

By the end, you’ll have practical strategies to make your giving more impactful—both for your favorite causes and for your bottom line.

December 16th at 12:00pm CST

Kathy Stump, CPA & Clark Boyd, MBA

End-of-Year Tax Moves: Smart Strategies Before December 31

The clock is ticking—what you do before December 31 can make a big difference in your 2025 tax bill. In this webinar, we’ll cover the most effective end-of-year strategies to lock in savings, strengthen your financial plan, and start the new year ahead of the game.

You’ll learn:

• Roth Conversions – When it makes sense to move funds into a Roth and how to minimize taxes.

• Family Payroll – Leveraging payroll strategies to reduce taxes and save for the future.

• Tax-Loss Harvesting – Using investment losses to offset gains and reduce taxable income.

• Year-End Contributions – How charitable giving and retirement contributions can maximize deductions.

This session is designed for individuals, families, and business owners who want to finish the year strong with proactive tax planning.

By the end, you’ll have a checklist of actionable steps to take before December 31 to reduce your tax bill and set yourself up for a successful 2025.

January 20th at 12:00pm CST

Kathy Stump, CPA & Clark Boyd, MBA

Getting Ready for Filing Season: Stay Ahead of Deadlines & Avoid Mistakes

Tax season doesn’t have to be stressful—if you prepare the right way. In this kickoff webinar, we’ll show you how to get organized, understand the latest OBBB updates, and avoid costly errors before you file.

You’ll learn:

• Document Organization – What you’ll need to gather and how to stay on top of deadlines.

• OBBB Updates – Key changes that may affect your 2025 filing.

• Common Filing Mistakes – How to avoid errors that trigger delays or IRS notices.

• Proactive Planning – Steps to take now to reduce stress and improve accuracy.

This session is designed for individuals, families, and business owners who want to approach filing season with confidence and clarity.

By the end, you’ll have a checklist and game plan to get through tax season smoothly—and maybe even with less paperwork stress than ever before.

Mark Your Calendars!

Upcoming Schedule:

We have the following dates and topics planned, but have not yet configured the webinar registration links. Feel free to schedule on your calendar and come back later to register:

Spring 2026 (Weekly – Tax Season)

February 3 – Filing Basics & Avoiding Mistakes
How to organize documents, choose between standard vs itemized deductions, and avoid errors that trigger IRS letters.

February 10 – Reasonable Compensation & Choosing an Entity Type
S-Corp salary requirements, what the IRS expects, and how to decide between Schedule C, S-Corp, or Partnership under OBBB.

February 17 – Education Credits & Student Tax Benefits
Learn the differences between the American Opportunity Credit, Lifetime Learning Credit, and 529 withdrawals — and how OBBB expands education benefits.

February 24 – Real Estate & Rental Property Filing Tips
From depreciation recapture to passive activity rules, we’ll cover how investors and landlords can make the most of the new tax law.

March 3 – IRS Red Flags & Audit Triggers
Home office deductions, meal write-offs, and digital payments — what the IRS is watching most closely this year.

March 10 – Top Filing Mistakes We’ve Seen This Year
With one month left in tax season, we’ll share the most common mistakes clients are making — and how you can avoid them.

March 17 – Reporting Investments & Retirement Income
Capital gains, Roth conversions, dividends, and retirement distributions — we’ll cover how to get them right.

March 24 – Roth Conversions: When They Make Sense
Learn how Roth conversions work, how OBBB changes impact them, and when it’s smart (or not so smart) to make the move.

March 31 – Final Day Before April 1 – Open Q&A Marathon
Bring any and all questions — this session is all about helping you file on time and avoid penalties.

Summer 2026 (Monthly)

May – Small Business Mid-Year Checkup
Review your books, estimate your tax bill, and get ahead with mid-year planning.

June – Retirement & Succession Planning for Business Owners
Explore Solo 401(k)s, SEP IRAs, Defined Benefit Plans, and how to prepare for eventually selling or passing on your business.

July – Family & Education Tax Planning
How to pay your kids through the business, fund 529s, and use Roth IRAs for teens.

August – The One Big Beautiful Bill (OBBB) Overview
We’ll review the biggest OBBB changes, what’s permanent vs temporary, and how to plan for the next filing season.