Sarah Smith, Author at Anthem Strategy and Advisory

PRESS RELEASE: Anthem Strategists and Dam Nation NIL Tax Partnership

Anthem Partners with Dam Nation to Deliver Specialized Tax and Advisory Services for Student-Athletes as of August 1,2023 Corvallis, OR – Anthem, a nationally recognized CPA firm and advisory leader, is proud to announce its strategic partnership with Dam Nation Collective, the preferred collective of Oregon State Athletics. This collaboration will provide Oregon State University (OSU) […]

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I Filed a Tax Extension– Now What?

Article, Featured / Sarah Smith

Filing a tax extension can provide much-needed breathing room during tax season. However, it’s essential to understand what comes next to avoid penalties and stay on track. Here’s a step-by-step guide to help you navigate the extension process. 1. Understand What an Extension Means Filing an extension (Form 4868) gives you extra time to file your tax

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Is My Business Ready for a Fractional CFO?

Article / Sarah Smith

Growing businesses and startups often reach a pivotal point where strategic financial guidance becomes crucial. Hiring a full-time Chief Financial Officer (CFO) may not be feasible, which is why a Fractional CFO could be the perfect solution. But how do you determine if you’re ready to bring one on board? Signs You Might Be Ready for a

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Generative AI in Tax Planning: What to Expect

Article / Sarah Smith

Generative AI is reshaping the tax planning and compliance process, offering unprecedented opportunities for efficiency, accuracy, and strategic decision-making. As tax professionals navigate the ever-changing regulatory landscape, integrating AI technologies into tax functions is proving to be a game-changer. Here’s how. Key Benefits of Generative AI in Tax Planning Challenges to Consider Future of AI

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The Complex World of College Sports Revenue Sharing

Article, Featured / Sarah Smith

College sports have long been a major source of revenue for universities, with programs like football and basketball generating billions of dollars annually. However, the topic of revenue sharing among college athletes is gaining momentum as the NCAA faces increasing pressure to compensate student-athletes for their contributions. Revenue sharing in college sports is a multifaceted

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What Happens to Taxes When a Loved One Dies?

Article / Sarah Smith

When someone passes away, their taxes don’t disappear. Learn what tax responsibilities remain and how Anthem can help file a final tax return for a deceased loved one. Do You Have to File Taxes for Someone Who Died? Yes. According to the IRS, a final individual income tax return must be filed for anyone who

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Are Tariffs Hurting Your Business? Here’s What You Need to Know—And How a Fractional CFO Can Help

Article / Sarah Smith

As a growing business owner, you wear a lot of hats—CEO, sales manager, logistics coordinator, maybe even HR. But one area that often gets overlooked is how global trade policy, specifically tariffs, can affect your bottom line. At Anthem, we work closely with businesses of all sizes, across industries, and many of our clients have asked:“What

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Claiming Big Charitable Write-Offs: Why Noncash Donations Can Be Tax Traps

Article / Sarah Smith

When it comes to charitable contributions, noncash donations can be a great way to save on taxes—if done correctly. However, failing to comply with IRS rules can lead to costly consequences, as demonstrated in a recent Tax Court case (Cade, TC Memo. 2025-20). The Case Overview A couple filed an amended tax return (Form 1040-X)

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How to Use Real Estate to Reduce Taxes

Article / Sarah Smith

Real estate is a powerful tool for wealth building, but it also offers numerous opportunities to reduce your tax burden. By leveraging tax advantages available to real estate investors, you can keep more of your hard-earned money. Here’s how: 1. Take Advantage of Depreciation 2. Use the 1031 Exchange 3. Deduct Property-Related Expenses You can

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How Do I File a Tax Extension in Oregon?

Uncategorized / Sarah Smith

Filing a tax extension in Oregon can provide you with additional time to prepare an accurate return and avoid late-filing penalties. Here’s how businesses and individuals can file a tax extension in Oregon. 1. Do You Need to File an Oregon Extension? Key Note: An extension gives you more time to file, but not to

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