Articles & Publications

As the year draws to a close, it’s an ideal moment to assess your financial strategies and plan for year-end tax considerations. Despite ongoing legislative uncertainties, we’ll focus on actionable steps that go beyond the political climate. This includes. Read More >>

After the U.S. Supreme Court ruling in Connelly v. United States, owners of private, closely held businesses might need to update their plans and strategies for succession planning. The Supreme Court ruled that for estate purposes, the value of. Read More >>

Beginning January 1, 2024, the new Beneficial Ownership Interest (BOI) reporting requirements set forth by the Corporate Transparency Act (CTA) come into play. These requirements mandate certain companies operating in the United States to report information about who owns. Read More >>

Beginning January 1, 2024, many business owners will be required to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN). Businesses that are obliged to file this report include corporations, limited liability companies (LLCs),. Read More >>

With tax season now over, the IRS has begun sending out notices for recently filed returns. There is no need to panic as these notices are sent for a variety of reasons that do not always involve owing more. Read More >>

The IRS has announced the 2022 cost-of-living adjustments (COLAs), which impact retirement plans for more than 70 million Americans. These taxpayers will get a 5.9% increase in monthly Social Security benefits and supplemental security income payments in 2022. The. Read More >>

When you hire someone to work in your home, you may become an employer. Thus, you may have specific tax obligations, such as withholding and paying Social Security and Medicare (FICA) taxes, and possibly federal and state unemployment insurance.. Read More >>