Understanding the Corporate Transparency Act (CTA)
Our next two e-newsletters will inform you about the Corporate Transparency Act (CTA) and its significance for your business and...
Did You Overfund a Section 529 Plan? Consider a Roth IRA Rollover.
Have you established, or are you considering, a Section 529 savings plan for a child, grandchild, or other family member? Such...
How Long Does the IRS Have to Audit Your Returns?
Nobody wants to spend their whole life looking over their shoulder, wondering if the IRS will audit them. Luckily, there...
Coming Soon: New Crypto Tax Reporting Rules
If you invest or trade in Bitcoin, non-fungible tokens (NFTs), Stablecoins, or other digital assets, prepare for sweeping new tax...
Advantages of IRAs for Young Adults
As we navigate the complexities of financial planning, one opportunity stands out for young adults: individual retirement accounts (IRAs). Although...
Options for Overfunded College Savings Accounts
You can accumulate federal income-tax-free earnings with a Section 529 college savings plan account.Then, you can take federal-income-tax-free withdrawals to...
Ouch! The Estimated Tax Penalty is at a 16-Year Time High
The United States has a “pay as you go” tax system in which payments for income tax (and, where applicable,...
Navigating Health Care Sharing Ministries
As we continuously seek the best health care solutions for our clients, we want to introduce you to an alternative...
New 1099-K Filing Rules Delayed Again
Do you sell goods or services and receive payment through a third-party settlement organization (TPSO)? If so, you must know...
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