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What You Need to Know about the One Big Beautiful Bill

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...

Planning Ahead: Capital Gains & Tax-Loss Harvesting Opportunities

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 you've...

Federal paper checks to be eliminated September 30

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...
Do you own a LLC, S-Corp or C-Corp?

Do you own a LLC, S-Corp or C-Corp?

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 most...

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Corporate Transparency Act

Corporate Transparency Act

The Corporate Transparency Act (CTA) is a new law that aims to combat financial crimes and promote transparency inbusiness ownership. The primary purpose of the CTA is to prevent illicit activities by identifying the actual owners, alsoknown as beneficial owners of...

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