by Jackie | Mar 4, 2025 | Uncategorized
Check out our March newsletter for this months due dates, as well as interesting and helpful articles regarding things such as: budgeting, tax filing requirement, small business deductions, tax benefits, and more!...
by Jackie | Feb 21, 2025 | Uncategorized
According to the latest alert on http://fincen.gov/boi the updated filing deadline for BOI is 3/21/2025. Please review their website for the full article details. Below is an excerpt for quick reference. With the February 18, 2025, decision by the U.S. District Court...
by Jackie | Feb 13, 2025 | Uncategorized
Please review the below link to the Journal of Accountancy article regarding recent changes to the BOI Reporting requirement: By Martha Waggoner: February 12, 2025 A bill to extend the deadline for an estimated 32 million small businesses to report their beneficial...
by Jackie | Feb 7, 2025 | Uncategorized
Please check out the below link to our 2025 Newsletter articles: February 2025 Newsletter
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...
