Be Our Guest | Kimberly Furrh, CPA – Tax Season 2026 (Part 3)

Описание: Be Our Guest | Kimberly Furrh, CPA – Tax Season 2026 (Part 3)

Part Three – Be Our Guest with Kimberly Furrh, CPA

In Part Three of Be Our Guest, we conclude our conversation with Kimberly Furrh, CPA of Furrh Accounting in Lawton, Oklahoma, focusing on refunds, gift tax rules, savings bonds, record retention, and what taxpayers should expect this filing season.

As deadlines approach and legislative changes reshape the tax landscape, this final installment shifts from strategy to practical execution — where refunds stand, how to track them, and how to protect yourself long term.

Topics include:

• Tax refunds — direct deposit, paper checks, and refund timing
• IRS and Oklahoma “Where’s My Refund?” tools
• Withholding strategy vs. large refunds — are you giving the government an interest-free loan?
• Directing refunds to retirement accounts
• New “Trump account” child savings provisions (as discussed in the interview)
• Gift tax rules and the $19,000 annual exclusion
• Filing Form 709 and why documentation matters
• Savings bonds — taxation, maturity, and estate considerations
• Avoiding bracket creep when redeeming bonds
• IRS audit lookback periods — why 7 years is the safe standard
• Record retention best practices for individuals and small business owners
• Government shutdown impacts and refund processing delays
• Choosing the right tax credential: EA vs. CPA vs. Certified Tax Coach

This segment closes out our three-part discussion with practical insight for individuals, families, military households, and small business owners navigating Oklahoma and federal tax rules.

As always, this discussion is informational and educational in nature. Viewers should consult a qualified tax professional regarding their individual situation.

Kimberly Furrh, CPA (Furrh Accounting) website:
https://furrhcpa.com/

Read the Lawton Town Crier article and summary:
https://lawtontowncrier.com/2026/02/r...

00:00 Introduction – Tax Strategy Beyond Refunds
00:59 IRA Contributions & April 15 Deadline
02:40 Traditional vs. Roth IRA Basics
03:44 Standard Deduction vs. Itemizing Explained
04:54 Oklahoma Property Tax & SALT Deduction Changes
05:41 Charitable Deductions & Volunteer Expenses
06:27 Gambling Losses & Oklahoma Considerations
06:58 Does Itemizing Increase Audit Risk?

07:41 Choosing a Tax Professional – What to Ask
08:44 IRS WISP Plan & Cybersecurity Requirements
09:08 Technology Changes in Tax Preparation
10:30 IRS Compliance & Identity Verification

11:00 Reporting Side Income & Cash Work
11:44 2026 Income Threshold Changes
12:06 IRA Contributions & Earned Income Rules

12:50 Military Families & Oklahoma Residency Rules
14:42 Oklahoma Retirement-Friendly Tax Policies
15:23 Oklahoma 529 Plan Tax Benefits
15:51 Gambling Loss Limits in Oklahoma

16:05 Tax Refunds vs. Withholding Strategy
17:03 Adjusting Your W-4 & Take-Home Pay


This conversation is for general informational purposes only and does not constitute tax advice. Individual circumstances may vary. Consult a qualified tax professional regarding your specific situation.

Recorded in Lawton, Oklahoma.


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