by Beth McCauley | Oct 23, 2025 | Tax
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 current and future tax years. The following items...
by Beth McCauley | Oct 15, 2025 | Capital Gains
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 capital gains and tax-loss harvesting. If...
by Beth McCauley | Sep 24, 2025 | Tax
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 order signed earlier this year by President Trump, which...
by Beth McCauley | Aug 13, 2024 | Beneficial Ownership Information
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 filing and legal review services for BOI reporting...
by Beth McCauley | Jun 12, 2024 | Uncategorized
Act now – 50% off until 06/30/2024 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. Here’s a quick breakdown:• The Corporate Transparency Act requires...
