MiklosCPA - Accounting & Tax Strategy

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MiklosCPA - Accounting & Tax Strategy The Future of Accounting. - Miklos CPA -

10/15/2026

As housing costs rise, parents are getting involved in securing their children’s property-owning future. But at what cost? Terell Wright of The Wall Street Journal takes on this topic, and as always big thank you for the shoutout – https://bit.ly/3VBPcxI

Some   moves are more difficult to pull off now than at the start of the year. It’s not too late though, and Joel South ...
10/14/2026

Some moves are more difficult to pull off now than at the start of the year. It’s not too late though, and Joel South covers some tips in this recent 24/7 Wall St recent article. Thanks for the shoutout! – https://bit.ly/3W9hW0R

With September in the rearview mirror, with it goes the last comfortable stretch of 2026 for retirement planning.

The   landscape is constantly evolving, and staying ahead requires collaboration. It was a privilege to meet with fellow...
09/19/2026

The landscape is constantly evolving, and staying ahead requires collaboration. It was a privilege to meet with fellow CalCPA Committee on Taxation members to address changes in federal and tax legislation. Inspiring to work alongside such an outstanding group of professionals dedicated to the betterment of our .

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Scope out some financial options to small business owners looking to finance immediate needs or long-term goals in this ...
09/17/2026

Scope out some financial options to small business owners looking to finance immediate needs or long-term goals in this Investopedia article. Big thank you to Greg Daugherty for featuring my comments on this discussion - https://bit.ly/4748MVy

Learn how to choose the right business loan by matching your financing needs, repayment capacity, and growth plans to the appropriate loan type.

Prenups are becoming more common as younger generations become more financially savvy and protective of what they’ve ear...
09/11/2026

Prenups are becoming more common as younger generations become more financially savvy and protective of what they’ve earned. Thank you Genna Contino of MarketWatch for featuring my thoughts on this emerging trend - https://bit.ly/4gOXGtm

Plus: Introducing the ‘New American Playbook’

If you're a business professional in    , CalCPA’s ABC Night is an event you don’t want to miss. 🌟Held at the beautiful ...
08/23/2026

If you're a business professional in , CalCPA’s ABC Night is an event you don’t want to miss. 🌟

Held at the beautiful Pacific Club in , this annual gathering brings together , , , and business leaders for an evening of high-value networking, relationship-building, and meaningful conversations.

The quality of connections, collaborative spirit, and caliber of professionals make this one of the standout events of the year.

Whether you're looking to expand your network, strengthen partnerships, or stay connected with the local business community, ABC Night delivers.

A tremendous event once again. Looking forward to next year!

Home ownership comes with unexpected costs outside your control, such as HOA fees or fluctuations in property taxes. Lea...
08/21/2026

Home ownership comes with unexpected costs outside your control, such as HOA fees or fluctuations in property taxes. Learn about some of these factors before diving into ownership. A special thank you to Aarthi Swaminathan of MarketWatch for chatting with me on this topic! https://bit.ly/4gmLv5I

Buying a house is a serious undertaking, but the cost of owning one is a different ballgame.

“No tax on tips” is nice, but you may need to double check with your payroll department to ensure it’s properly accounte...
08/20/2026

“No tax on tips” is nice, but you may need to double check with your payroll department to ensure it’s properly accounted for next . Always a pleasure to chat with Rachel Barber of USA TODAY on tax topics like this. https://bit.ly/4wDdKmG

Some Americans are still wondering why their paychecks look similar after "no tax on tips" took effect. It's a deduction, not a payroll change.

🚗 Took a quick trip to   and had a fantastic time at CalCPA's Attorneys-Bankers-CPAs Night!There's nothing quite like br...
08/16/2026

🚗 Took a quick trip to and had a fantastic time at CalCPA's Attorneys-Bankers-CPAs Night!

There's nothing quite like bringing together , , and under one roof. The was packed with engaging , fresh perspectives, and meaningful with who are passionate about serving clients and strengthening our communities.

A big thank you to BPM for sponsoring this outstanding event and helping create opportunities for collaboration and relationship-building.

Looking forward to the next one! CalCPA's San Diego events are always truly can't be missed.

A generation of “sandwich caregivers” care for aging parents & children while putting aside their own retirement savings...
08/07/2026

A generation of “sandwich caregivers” care for aging parents & children while putting aside their own retirement savings needs. Thank you Medora Lee of USA TODAY for spotlighting this important trend and for the shoutout! - https://bit.ly/4q0U4r7

Sandwich caregivers are now averaging 34 years old, leading to sudden financial strain and retirement risks.

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