Tax, Audit, Firm and Regulatory News

Beyond the Receipt: Mastering Charitable Substantiation in 30 Minutes

In this webinar recorded on August 21, 2024, Senior Tax Manager, Will Hendrick, discusses the intricacies of charitable substantiation. The session provides a high-level overview of the rules and requirements for documenting charitable contributions. Key topics include an overview of requirements for cash and non-cash contributions, special considerations for vehicles and digital assets including stocks and cryptocurrency, and essential takeaways for ensuring proper documentation.

If you have questions please reach out to your Topel Forman contact or contact us at info@topelforman.com

Rental or business? Navigating the tax treatment of short-term rentals

Jan 12, 2026

Understand how the IRS taxes short-term rentals, from the 14-day rule to deductible expenses and 1099-K reporting. A must-read guide for short-term rental hosts.

Welcoming Two New Partners to Topel Forman

Jan 5, 2026

At Topel Forman, L.L.C, our growth is driven by people, and today, we are proud to announce that Matt Osiol and Sandy Reyes have been named Partners of the firm. This milestone reflects our long-term investment in leadership development and building a future-ready CPA and advisory firm.

Understanding Trump Accounts

Dec 15, 2025

Trump Accounts are a new IRS-guided savings vehicle designed for children under age 18, offering tax-advantaged growth with unique contribution limits and distribution rules. Learn how Trump Accounts work, who is eligible, and key planning considerations for families and employers.

Beyond the Receipt: Mastering Charitable Substantiation in 30 Minutes

Related News Posts

Rental or business? Navigating the tax treatment of short-term rentals

Welcoming Two New Partners to Topel Forman

Understanding Trump Accounts

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