by Beth McCauley | May 4, 2026 | Tax
If you’ve received a letter that looks like it’s from the IRS asking for your bank account information — pause before you act. We’re seeing an increase in fraudulent IRS notices circulating right now, and they’re getting more convincing. These scams are designed to...
by Beth McCauley | Oct 23, 2025 | Tax
One Big Beautiful Bill Signed Into Law The One Big Beautiful Bill (“OBBB” or the “Act”) was signed into law on July 4, 2025. The OBBB contained many important tax changes that are likely to impact significant numbers of individuals and businesses in...
by Beth McCauley | Oct 15, 2025 | Capital Gains
Year-End Tax Planning for Your Investments As we approach the end of the year, it’s a great time to review your investment portfolio and consider potential strategies to minimize your tax liability for the upcoming tax season. One key area to evaluate is...
by Beth McCauley | Sep 24, 2025 | Tax
Federal Government to End Most Paper Checks by Month End The federal government will stop issuing paper checks for most payments at the end of this month, marking a major transition to electronic transactions. The change follows an executive...
by Beth McCauley | Aug 13, 2024 | Beneficial Ownership Information
Important BOI Reporting Reminder for Small Businesses For the past couple of weeks, I sent a mass reminder to inform you of some additional reporting requirements for small businesses this year and that we’ve partnered with a company that is helping provide the...
