Free Downloadable Resources

The Innovative CPA Group has built a library of FREE resources for your benefit! These comprehensive tools are great resources for both individuals and businesses to keep you organized and informed when evaluating your finances.

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High Income Taxpayers

In addition to being subject to higher federal tax rates, taxpayers whose income exceeds certain levels have tax deductions and credits that are reduced or eliminated.

This PDF gives an overview of high-income taxpayers’ tax rates, contribution limits, tax credits, benefits, and more ways for high-income taxpayers to save on their 2022 taxes.

Charitable Contributions Guide

Budgeting for charitable contributions allows you to share your wealth and invest in your community. By using the proper tax planning strategies, making charitable contributions can also reduce your taxable income.

Our “Charitable Contributions Guide” reviews the types of organizations that qualify as charitable, guidelines on charitable contribution deduction limitations, as well as tips on what you should pay attention to when donating a vehicle.

gift tax

Gift Tax Guide

Gift tax is a type of transfer tax, imposed when one individual or entity gifts something of value to someone else with no payment, or less than the full value, in return.

This guide gives a breakdown of gift tax, gifts subject to gift tax, how gift tax may apply to loans, joint tenancies, and what is excluded from the gift tax.

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Any articles, templates, Spreadsheets, calculators or information provided on the Innovative CPA Group website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, spreadsheets, calculators, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.