We are pleased to announce the delivery of our 2025 Annual Tax Strategy Guide. This comprehensive guide is designed to help you navigate the current tax landscape, optimize your tax & financial planning, and identify key strategies now and for the…
The IRS began accepting and processing 2024 tax-year returns on Monday, January 27, 2025. Tips for making filing easier To speed a potential tax refund and help with tax filing, the IRS suggests the following: Make sure you have received…
As we closed the books in 2024, the financial markets have delivered an impressive performance, defying early-year skepticism and rewarding patient investors. The fourth quarter saw a continuation of the year's positive momentum, with major stock market indices reaching new…
When high income couples file jointly, they often think they miss out on the Child Tax Credit. But if they file married filing separately, there's an important nuance in the Child Tax Credit (CTC) calculation that can significantly impact their…
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The…
2024 Annual Tax Planning & Strategy Guide We are pleased to announce the delivery of our 2024 Year-End Tax Planning and Strategy Guide. This comprehensive guide is designed to help you navigate the upcoming tax landscape, optimize your tax & financial…
Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2025, particularly if you think you may be…
National Public Data, a consumer data broker, confirmed last week that a hacker had targeted the company in December 2023, "with potential leaks of certain data in April 2024 and summer 2024."Other reports indicate that this leaked data had been…
It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affect you personally. Even so, it's important to consider the potential impact of taxes when making many…
As of January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) will require most legal entities to report its Beneficial Ownership Information (BOI). Entities required to report are called Reporting Entities. Reporting Companies consist of corporations, LLCs, or any business…