How Much Time is Left
to Make Donations You Can Deduct on Your 2015 Return?
reducing your taxable estate is an important estate planning
goal for you, making lifetime charitable donations can help
achieve that goal and benefit your favorite organizations.
In addition, by making donations during your lifetime, rather
than at death, you'll receive income tax deductions.
To take a 2015 charitable donation deduction,
the gift must be made by December 31,
2015. According to the IRS, a donation generally is
"made" at the time of its "unconditional delivery."
But what does this mean? Is it the date you, for
example, write a check or make an online gift via your credit
card? Or is it the date the charity actually receives the
funds — or perhaps the date of the charity's acknowledgment of
The delivery date depends in part on what you donate and how
you donate it. Here are a few examples for common donations:
The date you mail it.
card. The date you make the charge.
account. The date the financial institution pays
certificate. The date you mail the properly
endorsed stock certificate to the charity.
Many additional rules apply to the charitable donation
deduction, so please contact us if you have questions about
the deductibility of a gift you've made or are considering
making. But act soon - you don't have much time left to make
donations that will reduce your 2015 tax bill.
SMEED CPA Adds Financial
Services To Help Clients With
Investments & Insurance
often we here at SMEED CPA are asked about financial issues
that impact our clients investments and their portfolios.
We always offered our opinion and suggestions but in order to
help our clients actually execute the changes we suggest,
SMEED has created a Financial Services division.
SMEED Financial Services, Inc. will be able to
work with both individual and business clients on their
investment portfolios and manage assets on their behalf.
SMEED Financial will include Michael Uadiale,
ACA, CPA, CGMA; and Pablo Blanco who has
recently joined SMEED and comes with over 18 years of
financial sales and advising experience with affluent
Watch your inbox and mail boxes for more specific information
on services SMEED Financial Services, Inc will make available
Would You Give Me Your
Feedback & Testimonial
on Our Hotline?
Hello it’s Michael Uadiale, CPA of
SMEED CPA Inc. We’ve just installed a toll-free
number that I would like for you to call and tell me how you
think we are doing as your CPA firm.
Just dial 800-609-9006
extension 3638 and follow the instructions. If we’ve
done a good job please let me know. And if we can
improve on anything, please mention that too.
Us Be Found on
Also as we expand our business,
we find more and more people are using
YELP and Google
to look for us by searching Brentwood accountant or
When they do this we want to
be FOUND on GOOGLE. One way you can help us
is to give us an
ONLINE REVIEW on our Google Maps/Places listing --->
or on our YELP local listing
click here to go to our Google Listing for SMEED CPA and
click on the
YELP link to go there.
Scroll down to the Review area.
On either site it may say: Been here?
Rate and review
You will click on the Rate and
review link and then log in, then
give us a review!
You can choose between 1 and 5
STARS and write in what you think about the tax or accounting
work we have done for you.
It's that simple. Thank
you in advance for your help and cooperation!
As always you can call our offices if you have any
questions about these or any other accounting related issues, at
Regards, Michael Uadiale, CPA,
Managing Partner, SMEED CPA,