Infusion CPAs and Advisors

08/31/2026

Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.

08/28/2026

New York City’s pied-à-terre tax is moving from debate to real action—and some owners are already getting warning letters. If you own a second home or investment property in NYC, now’s the time to understand what it could mean for you. Read now to see why these notices aren’t always what they seem.

New York City's Department of Finance has begun mailing preliminary notices for the new pied-à-terre tax. Learn what steps you need to take next.

08/27/2026

September 15 is the next estimated tax deadline—and missing it could mean avoidable penalties. If you’ve had a big income shift, side hustle growth, or investment gains this year, now’s the time to check your payment plan. Find out who should pay and how to stay ahead of surprise tax bills. Read now.

Stay ahead of the September 15, 2026, federal estimated tax deadline. Learn safe harbor rules and avoid underpayment penalties with a Maryland Virtual CFO.

08/25/2026

Did you know donating appreciated stock can be more tax-efficient than giving cash? You may be able to support a cause you care about, avoid capital gains taxes, and potentially maximize your deduction all at once. Read now to see how this strategy works and why it matters for smart philanthropy.

Maximize philanthropic impact and optimize tax savings by donating appreciated stock directly. Expert insights from a leading Virtual CFO in Maryland.

08/24/2026

An HSA can help you save for healthcare expenses while offering valuable tax benefits. Learn who qualifies and how these accounts work.

08/21/2026

QuickBooks is rolling out big AI upgrades in 2026—and some users will also see price changes at renewal. From automated bookkeeping to instant financial insights, these updates could change how you manage your books. Curious what’s coming and how it may affect your business? Read now.

Learn how the upcoming QuickBooks Online 2026 pricing updates and new Intuit Intelligence features will impact your organization's workflows.

08/21/2026

August and September are the best time to get ahead of Q4—not when the year-end rush starts. From cash flow and taxes to staffing and pricing, a few smart moves now can protect your margins later. Find out the 7 steps to help your business finish strong. Read now.

Prepare your business or organization for a strong year-end with these 7 strategic moves from a Maryland Virtual CFO. Plan cash flow, taxes, and staffing today.

08/20/2026

September tax deadlines can sneak up fast—especially with extended returns, estimated payments, and payroll deposits all due this month. A missed date can mean avoidable stress and penalties. Stay ahead with the key September filing reminders every business should know. Read now.

Review September 2026 business tax deadlines for S corporations, partnerships, corporations, employers, estates, and trusts.

08/20/2026

September tax deadlines can sneak up fast—and missing them could mean penalties. From estimated payments to tip reporting, a few smart moves now can help you stay compliant and protect your cash flow before year-end. Read now to see what may apply to you.

Review September 2026 individual tax deadlines, including estimated payments and tip reporting. Contact Infusion CPAs for strategic tax planning oversight.

08/19/2026

Before Q4 hits, is your business really on track—or just hoping for a strong finish? A mid-year financial review can uncover revenue gaps, cash flow issues, tax-saving opportunities, and hidden inefficiencies before it’s too late. Read now and make the rest of the year count.

Evaluate your business mid-year. Use our 7-step checklist to optimize cash flow, margins, and tax planning before year-end.