TAX CORNER

Learn how to optimize your tax strategy with key tips and insights from our in-house tax expert and founder, Cheri Turner, MBA, EA, CPA. From interpersonal professional experiences and financial opinion pieces, to strategic advice and tax facts, Wildalea's Tax Corner is the online destination for CPAs, high-net-worth taxpayers, and financial partners.

Reflections from AICPA Engage 2026: Leadership, AI, and the Future of Advisory
2026-06-16 08:17 Reflections from AICPA Engage 2026: Leadership, AI, and the Future of Advisory   After a week of learning, great conversations, and more than a few memorable meals, #TeamWildalea has returned from A...
Family, Finances, and the IRS: What You Need to Know About Loans
2025-11-05 17:29 Family, Finances, and the IRS: What You Need to Know About Loans   One of the top questions I receive from clients is, “Are there any tax implications if I give my child $XX?” The short answer is… i...
Five Questions to ask your CPA before “Tax Day”
2025-03-26 11:57 Five Questions to ask your CPA before “Tax Day”   Tax season is upon us which means your CPA or local tax firm is diligently reviewing your tax documents and preparing your return. As you comb throu...
Tax Season: What You Need to Know & How to Prepare (Now)
2025-02-13 12:41 Tax Season: What You Need to Know & How to Prepare (Now)   February marks the start of the traditional tax season which means filers and preparers are starting to get organized to get ahead of “Tax ...