by Jackie | Jan 29, 2025 | Uncategorized
Article Highlights: Social Security Number Child Tax Credit Child and Dependent Care Credit Adoption Tax Credit Earned Income Tax Credit Credit for Other Dependents American Opportunity Tax Credit Lifetime Learning Credit Parents have special tax situations and...
by Jackie | Jan 27, 2025 | Uncategorized
Article Highlights: The Role of Beneficiaries Life Events That Necessitate Updates Why Regular Reviews Are Essential The Complexity of Naming a Trust as a Beneficiary In the realm of estate planning, naming beneficiaries is a critical step that ensures your assets are...
by Jackie | Jan 24, 2025 | Uncategorized
Updated information on FinCEN’s BOIR Filing Requirements can be found at: https://www.fincen.gov/boi Here is a preview of their latest alert: Alert: Ongoing Litigation – Texas Top Cop Shop, Inc., et al. v. McHenry, et al., No. 4:24-cv-00478 (E.D. Tex.) &...
by Jackie | Jan 24, 2025 | Uncategorized
Article Highlights: Filing Status in the Year of Death Filing Status After the Year of Death Inherited Basis Adjustments Establishing Inherited Basis Future Home Sale and Gain Exclusion Notifications to Social Security Administration and Payers of Pensions Estate Tax...
by Jackie | Jan 16, 2025 | Uncategorized
Small business owners and third-party sellers have a new reason to celebrate: Amazon and Intuit’s popular QuickBooks accounting software are teaming up to streamline the financial management process for sellers on the e-commerce giant’s platform. The partnership aims...
