What You Need to Know About the Corporate Transparency Act and BOI Filing Deadlines

As of January 1, 2024, the Corporate Transparency Act (CTA) is in full effect, requiring most smaller corporations, limited liability companies (LLCs)...

Key Deadlines and Updates for Filing Your BOI Reports

As the deadlines for filing Business Ownership Information (BOI) reports approach, businesses must act promptly to stay compliant with regulations set...

7 Stock Strategies to Lower Your 2024 Tax Bill

As the year comes to a close, savvy investors know that the stock market can be a gold mine for tax-saving opportunities. By using a few key strategie...

Your Last Chance to Maximize 2024 Savings and Build a Strong 2025

As 2024 draws to a close, now is the time to act on strategic financial moves that can reduce your tax liability and position you for a successful 202...

Need 2024 Tax Deductions? Buying a Business Vehicle Could Be Your Answer

As the end of 2024 approaches, now is the perfect time to consider two important questions:

Do you need more tax deductions for 2024?

Do you need a...

The IRS Dirty Dozen List: BEWARE

Before you invest your hard-earned money in these or other highly promoted tax schemes, you should check the IRS Dirty Dozen list.

Navigating HCSMs

As we continuously seek the best health care solutions for our clients, I want to introduce you to an alternative that may align with your financial g...

How to Defeat the Net Investment Income Tax (NIIT)

Here is some important information regarding the net investment income tax (NIIT), which may be relevant to your financial situation.

End-of-Year Tax Strategies to Help Your Stock Portfolio

The tax code contains the basic rules for this game, and once you know the rules, you can apply the correct strategies.

Medical Plan Strategies to End 2023

Small business owners need to have a beneficial medical plan Strategy to End 2023...

End of Year Vehicle Purchases to Help Save on Taxes

Do you need more 2022 tax deductions? If the answer is yes, continue reading...

The Augusta Rule?

The Augusta rule gets its name from the Masters Golf Tournament, You don’t have to live in Augusta to benefit from this rule...

Don't be Afraid of Legitimate ERC Claims

The IRS is against improper employee retention credit claims. Read about four recent actions taken against the IRS...

Want to Leave the U.S.? Beware of These Taxes

If you have assets you need to look into the expatriate tax before you think about laving the country...

Important Information on Depreciation from Beginning to Middle to End

Depreciation can be a tricky concept for many people. Many tax payers struggle to understand when it truly begins. This is crucial for understanding t...