Welcome Experienced CPAs Holliday and Zumach

Boldt Carlisle + Smith is pleased to welcome two experienced CPAs (Certified Public Accountants) to our team – Ross Holliday and Christa Zumach. Both work in our Albany office. Ross Holliday, CPA, CVA, CGMA, is an experienced CPA with extensive work in taxation, business consulting, and not-for-profit services. Ross worked with Johnson McGowan & Associates in…

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Claiming Charitable Contribution Deductions

For many individual taxpayers, a charitable contribution is a significant deduction on Schedule A, Itemized Deductions. These gifts may be made in the form of money (cash, check, credit card, or payroll deduction) or property (non-cash items). The form of donation and the amount of the donation will generally dictate the required documentation or substantiation that…

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