Anne Liang CPA

21/08/2026

✅ Are you choosing a CPA just to file your taxes or to help you plan ahead?
✅ Does your CPA understand the tax codes well enough to identify opportunities you may be missing?
✅ Are they using proven, IRS-compliant strategies to help you legally reduce your taxes?

The right CPA will help you make smarter tax decisions before it's too late.

10/07/2026

Tax optimization is often one of the most overlooked components of building long-term wealth.

Many people think tax planning is about finding one big deduction or one "secret" strategy. In reality, meaningful tax savings often come from bringing together multiple strategies that are tailored to your unique financial situation.

At Anne Liang, CPA, we work proactively with business owners, and high-income professionals to develop tax strategies that align with their financial goals.

Book a call with us today at (415) 751-1860 to discuss strategies tailored to your business and financial goals.

29/06/2026

Great evening at the CalCPA ABC Mixer at Topgolf! It was a fantastic opportunity to connect with fellow professionals, and enjoy a fun night of networking. Thank you, CalCPA, for putting together such a great event!

19/06/2026

Last year quietly turned into a milestone for us !!

Across the planning assessments we completed in 2025, we identified more than $1.15 million in potential tax savings for our clients, more than we set out to do when the year started.

But the total isn't really the part we think about. It's the work behind it, the deductions that almost slipped through, the decisions made in time instead of too late, the returns that came back better than someone braced for.

So this is a thank-you, to our clients and our team. And it's a commitment too, this year, we're out to find even more of these opportunities, for even more of the families and business owners who trust us.

Don't wait until next April. Book your call now - (415) 751-1860

05/06/2026

Grateful for the meaningful discussions and connections that made this experience so valuable.

23/05/2026

LPL's 2026 Tax Strategy Guide for High-Net-Worth Advisors just dropped.

Key takeaway: "2026 demands a sharper, more proactive approach to tax strategy."

SALT Cap Relief (Temporarily) The state and local tax deduction cap jumps to $40,400 for 2026 (up from $10K), but it phases out for those earning over $500K. If you're in a high-tax state, this creates a narrow window for itemization strategies through 2029.

Capital Gains Thresholds Shifted Long-term rates stay at 0%, 15%, and 20%, but the income thresholds moved up. The catch? The 3.8% Net Investment Income Tax threshold stayed at $250K for joint filers. Timing your asset sales just became more critical.

Charitable Giving Got Complicated Non-itemizers can now deduct up to $2,000 (couples). But itemizers? Only contributions ABOVE 0.5% of your adjusted gross income count. Plus, top-bracket filers face a 35% cap on charitable deductions.

The Bottom Line: Tax planning in 2026 isn't about reacting to changes, it's about anticipating them. The rules are more complex, the IRS is more focused on high earners, and the margin for error is shrinking.

If you haven't reviewed your strategy since 2025, you're already behind.

Full guide here 👇
https://lnkd.in/gh4W6t4S

This link will take you to a page that’s not on LinkedIn

07/05/2026

Great to be part of the opening ceremony for San Francisco Small Business Week hosted by the San Francisco Chamber of Commerce. Proud to support the entrepreneurs and small businesses that keep San Francisco thriving.

Congratulations to everyone involved in organizing such an incredible start to a week dedicated to celebrating and supporting our local business community.

01/05/2026

When Anne Liang opened her CPA practice three decades ago, the goal was simple: help people navigate tax season with a little more peace of mind and a lot less stress. Three decades later, that mission hasn't changed, but the family we have built around it has grown in ways we never imagined.

We are always looking for ways to serve our clients better. And after years of hearing the same pain, how much they were overpaying in taxes, we moved beyond preparation into proactive tax advisory, helping high-income earners plan ahead instead of reacting after year-end. It has been a privilege to grow alongside our clients, many of whom have been with us since the very beginning, and some whose children (and grandchildren!) we now serve as they start their own careers. And we still feel lucky every time someone refers a friend or a family member.

But the real story of these 30 years isn't about services or numbers. It's about the people. The clients who have become friends. The families we have watched grow. The trust you have placed in us, year after year. You're the reason we have been here for over 30 years, and the reason we are excited about the next 30.

Here's to the journey ahead. 🥂

13/04/2026

The wake-up call ➡️ Most high earners are taxed on everything they make. With the right structure, that changes. Every year without structure is a year of unnecessary loss.

02/04/2026

Most high earners are still thinking about last year’s taxes. The real risk?
You’re not planning for what’s already changing.

2026 tax rules are now in effect, and they’re quietly reducing how much high earners can keep.

Here’s what that means for you right now:
• Deductions you relied on are phasing out at higher income levels
• The real value of write-offs is shrinking
• Charitable giving is still valuable, but timing and structure matter more
• Retirement contributions are becoming a bit more nuanced for higher earners

The difference we’re seeing isn’t in how people file… it’s in how early they plan. It’s about making the right moves before year-end, while you still have control.

The clients we work with aren’t reacting in April. They’re restructuring income, timing deductions, and planning ahead now.

Because in this environment, waiting = overpaying.

If you’re a high earner, your 2026 decisions will determine how much you keep under the new rules. Plan accordingly.

https://www.forbes.com/sites/kristinmckenna/2026/01/13/new-tax-rules-and-strategies-to-consider-in-2026/

The One Big Beautiful Bill included sweeping tax law changes. Here are several key changes individual taxpayers need to know in 2026.