Keystone CPAs

☀️ Happy Monday from your friends at Keystone!

This week, we're shining the spotlight on Brittany McGraw, our Billing and Accounts Receivable Manager. Since joining the Reno community in 2022, Brittany has brought strong leadership, organization, and a people-first approach to everything she does.

When she's not keeping things running smoothly at Keystone, you'll likely find her spending time with her family, enjoying the outdoors, relaxing near the water, or getting lost in a good book. 📚🌊

We're grateful to have Brittany on our team and appreciate all she does behind the scenes to support our clients and staff.

Say hello to Brittany in the comments! 👋

Could a recent court decision create new opportunities for COVID-era tax refunds?

The IRS is appealing a ruling that may affect certain refund claims involving tax years 2019–2022, including penalties, interest, withholding, estimated tax payments, and other potential overpayments. While the law remains unsettled, some taxpayers may need to act before a potential July 10, 2026 deadline to preserve their rights. 🗓

If you paid IRS penalties or interest during the COVID-era period, filed late, or think you may have missed a refund opportunity, now is the time to review your options.

📚 Read our latest blog to learn what the ruling could mean and whether a protective refund claim may be worth considering.
🔗 https://loom.ly/yCBA5-Y

🚀 What does it take to turn challenges into opportunities?

🎤 On the latest episode of Bosma on Business, Reid Hamilton of A Recess Development shares insights on business growth, the power of surrounding yourself with the right people, investing in personal and professional development, and using setbacks as stepping stones to success.

Whether you're an entrepreneur, business leader, or someone looking to grow, this conversation offers valuable lessons on mindset, resilience, and continuous learning.

🎧 Listen or watch the full episode by clicking the link below or visiting kkoh.com.
🔗 https://loom.ly/4dDMIuI

The biggest financial risk isn't always a bad investment. 📉

Sometimes it's not knowing whether all the strategies, accounts, plans, and decisions you've made over the years are still working together as intended.

In our latest blog, we discuss how even the most successful families can find themselves feeling uncertain—not because anything is broken, but because financial success often brings complexity.

📚 Read the full article to learn why confidence comes from understanding how all the pieces fit together.
🔗 https://loom.ly/RjOc3FQ

Have you heard about the new Trump Accounts? Introduced under the One Big Beautiful Bill Act, these new tax-advantage accounts give America's youth a massive head start on investing. 👶💰

If you have kids or grandkids, you won't want to miss this financial planning opportunity. To establish an account, the child must:

⏺ Be under the age of 18
⏺ Have a valid SSN
⏺ Meet upcoming Treasury & IRS rules

To qualify for the 1,000 government-funded match, they must be:

⏺ Born between January 1, 2025 and December 31, 2028
⏺ A U.S Citizen with a valid SSN

📅 Mark your calendar: Accounts officially launch on July 4, 2026!

Ready to maximize your family's wealth and learn how to fule Form 4547? Click the link below to learn more! 🔗👇
https://loom.ly/Wh20_0k

🛠💸 Every successful construction project starts with a solid foundation—and the same goes for your finances.

At Keystone CPAs, we provide specialized accounting, tax, and advisory services tailored to the construction industry. From job costing and cash flow management to tax planning and profitability analysis, our team helps construction companies make informed decisions and stay focused on growth.

Whether you're managing a single project or overseeing multiple jobs, we're here to help you build with confidence.

📞 Contact Keystone CPAs today to see how we can help support your construction business.

Transfer pricing goes beyond models and margins; it starts with accurate information.

At Keystone, we believe that a solid transfer pricing analysis begins with a thorough Functional Analysis Questionnaire. Before you can apply a method or defend a position, you need a clear understanding of how value is created across the business—who is doing what, which assets are being used, and where the risks truly sit. That’s what drives defensible, audit-ready outcomes.

🔗⬇ Click the link below to learn more, and contact Keystone CPAs to discuss how we can support your transfer pricing needs: https://loom.ly/C7rA1xo
📊🔎💼

Keystone Spotlight ✨

Meet Mark Weaver—one of Keystone’s talented and seasoned Tax Managers and CPAs with over 15 years of experience helping clients minimize taxes and grow wealth toward their financial goals. He is part of Keystone’s integrated advisory team, combining tax expertise with financial planning to deliver comprehensive, well-rounded advice.

His background includes tax compliance and planning for individuals, pass-through entities, nonprofits, and complex trusts, along with retirement planning and wealth management. Mark holds a bachelor’s degree in personal financial planning (with a minor in Japanese) and a master’s degree in taxation from Utah State University.

Mark also gives back to the community by hosting free financial literacy workshops for business owners and employees. Outside of work, he enjoys time with his family and outdoor activities like tenkara fishing, hiking, and camping.

Every business transaction tells a story—but there’s one “invisible asset” that often gets overlooked.

This week, we're exploring the hidden drivers behind every deal, decision, and financial outcome that businesses rely on every day. While it may not appear on a balance sheet in the traditional sense, this asset plays a critical role in shaping value, stability, and long-term success.

🔗 Click the link to learn more: https://loom.ly/F8Q9Q9k

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Paying taxes isn’t just about what you owe—it’s also about how you pay it.

We’re breaking down what taxpayers should know about electronic payments to the IRS, including how the shift away from paper checks is changing the way individuals and businesses handle tax obligations.

From IRS Direct Pay to EFTPS and other digital options, understanding the available tools can help you avoid delays, reduce errors, and stay ahead of ongoing modernization in the tax system.

📚🔗 Read the full article here: https://loom.ly/Eg7oc60

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