Kathy Wong, CPA

Kathy Wong

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Insights

  • Performance

    November 09, 2023

    Potential changes to alternative minimum tax and donations of publicly listed securities may impact your future charitable giving

    How will proposed changes to the alternative minimum tax impact your 2024 charitable giving? We look at three case studies to illustrate the impacts of the new regime.

  • Performance

    July 18, 2024

    Building a business case for GenAI

    Convincing your leadership to embrace GenAI can transform your business.

  • Confidence

    July 18, 2024

    How to Avoid Tax Surprises When Buying or Selling a Vacation Property

    Thinking of buying or selling a second home? Avoid unwanted tax surprises by asking some key questions well before you pick up the keys.