Wright Ford Young

10/23/2026

The right way to build real estate income depends on your goals, time horizon, risk tolerance and tax situation. Here are three strategies for generating income from real estate.

https://money.usnews.com/financial-advisors/articles/how-to-build-passive-income-with-real-estate-investing

Building real estate income depends on your goals, time horizon, risk tolerance and tax situation.

10/22/2026

Covered call ETFs have gained a following for their ability to generate monthly cash flow. But a tax surprise could be lurking for many investors.

Covered call ETFs have been widely adopted by baby boomers to meet monthly income needs, but unlike most ETFs, the tax implications can be significant.

10/22/2026

As the year comes to a close, many individuals focus on financial planning, tax strategies, and investment reviews. However, one area that is often overlooked is estate planning. A year-end estate planning checkup can help ensure your plans remain aligned with your financial goals, family circumstances, and long-term wishes.

https://www.cpa-wfy.com/2026/10/year-end-estate-planning-checkups-preparing-today-for-tomorrow/

...Yet one of the most important business decisions is often delayed until it's too late: succession planning.Whether you plan to retire...

10/21/2026

As employers approach year-end, work location, compensation sourcing and payroll tax setup are among the details that can determine whether payroll records hold up under state scrutiny.

For payroll departments, the question isn’t simply whether an audit occurs. It’s whether the employer’s payroll data can explain and support the tax treatment when it does.

https://tax.thomsonreuters.com/news/state-payroll-audits-put-work-location-remote-workers-and-compensation-sourcing-under-the-microscope/

An employee works a few days in another state. A remote worker changes where they perform their job. A bonus is paid this year for services performed last year. For payroll, routine workforce activity like this can quickly become a state tax compliance issue.

10/20/2026

Aligning cash flow with upcoming tax obligations helps prevent last-minute decisions and supports overall financial stability.

Is your business positioned to handle tax obligations without disrupting operations?

Note: Everyone’s financial situation is different. Contact a WFY advisor to discuss your financial plan.

10/20/2026

We're excited to unveil our new logo and website, a fresh look that reflects where we are today and where we're headed in the future.

While our brand has evolved, the things that matter most remain unchanged. Wright Ford Young is still the same independent firm you've trusted for years, guided by the same values, led by the same team, and committed to delivering exceptional client service and trusted advice.

This refresh is simply an investment in our future and in the clients we proudly serve. What hasn't changed is our dedication to building lasting relationships, providing personalized guidance, and helping our clients achieve their goals.

We invite you to explore our new WFY website and experience our refreshed look for yourself.

https://www.cpa-wfy.com/?utm_source=facebook&utm_medium=social&utm_content=ap_znvdvvayhn

10/19/2026

WFY had a fantastic time attending OCSC with Beta Alpha Psi and the Accounting Society! It was great getting together with talented students while enjoying a game of soccer. Thanks to everyone who attended and enjoyed connecting with our team!

10/16/2026

Estate planning isn't just about federal taxes. Depending on where you live, state-level estate or inheritance taxes could significantly impact the wealth you leave behind. Currently, 12 states and Washington, D.C. impose an estate tax, while five states levy an inheritance tax, with Maryland being the only state that has both.

Understanding your state's rules is an important part of preserving your legacy and minimizing surprises for your heirs.

Explore 2026 state estate tax rates and state inheritance tax rates. Compare estate tax rates by state and inheritance tax rates by state.

10/15/2026

A big thank you to everyone who joined us at the CSU Fullerton Accounting Society events last month! We especially enjoyed connecting with students during the Speaker Meeting, where we had the opportunity to share insights, answer questions, and discuss careers in public accounting. We appreciate the engagement and look forward to seeing many of you again soon!

10/15/2026

The Savings for Tomorrow’s Opportunities, Raising Kids (STORK) Act, would allow families to contribute an additional $2,000 to a Health Savings Account (HSA) in the year of a child’s birth or adoption. The bill, introduced by Representative Matt Van Epps (R-TN), aims to help parents cover the cost of maternity care, delivery, and newborn medical expenses.

https://tax.thomsonreuters.com/news/bill-would-allow-larger-hsa-contributions-for-new-parents/

The Savings for Tomorrow's Opportunities, Raising Kids (STORK) Act, would allow families to contribute an additional $2,000 to a Health Savings Account (HSA) in the year of a child's birth or adoption.