Delayed Again: BOI Reports Not Required While Court Cases Proceed
We are following up on developments mentioned in our December 24th blog regarding BOI reporting requirements and changes to the deadline.
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Urgent Update: BOI Reports Now Due January 13 for Most Reporting Companies
Beneficial ownership information reports are now due January 13th for most reporting companies.
A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving
Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...
Alert: New Beneficial Ownership Information (BOI) Reporting Requirements Due 12/31/24
We want to make you aware of an important new reporting requirement that may affect our clients who own or control businesses. The Corporate Transparency Act (CTA) is a complex and broad piece of...
401k Plans: Understanding the Basics and Explaining the Benefits to Your Employees
Understanding the Basics of a 401(k) Plan A 401(k) plan is like planting seeds for a future harvest. Instead of spending all your money today, you set aside some to grow over time, setting yourself...
Navigating the Impact of Fed Interest Rate Decisions on Your Finances
On July 31, 2024, the Federal Reserve (the Fed) chose to keep interest rates steady but hinted at potential cuts in the near future. This decision has important implications for investors, consumers,...
Lower Tax Rates are Expected to Sunset in 2025. It's Time to Start Planning Now.
We just got back from the AICPA (largest CPA membership group) national conference in Las Vegas. The yearly gathering of top-notch speakers and educators at the AICPA national conference in Las Vegas...
Unlocking the Benefits of an HSA: What You Need to Know
Discover the benefits of Health Savings Accounts (HSAs) and how you can use them to reduce your taxes paid.
Reduce Manual Work and Make your CPA Happy with These Features in QuickBooks Online
QuickBooks Online is constantly changing and adding new features to improve the accounting process. Explore these features in QuickBooks Online to improve your financial accuracy and reduce your...
Interest Rates: The Fed, Rate Forecasts, and Investor Strategies
Exploring the impact of Federal Reserve actions on interest rates and the future outlook for consumers, borrowers, and investors.
