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...
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...
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...
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...
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...
Act now - 50% off until 06/30/2024 Important Update on the Corporate Transparency Act We wanted to make you aware of a new law that went into effect on January 1, 2024. It impacts virtually all small businesses organized as a LLC, S or C-Corp....
The Corporate Transparency Act (CTA) is a new law that aims to combat financial crimes and promote transparency in business ownership. The primary purpose of the CTA is to prevent illicit activities by identifying the actual owners, also known as...