Tips to Organize your Tax Records January officially launches the tax season. As those tax forms start coming in, here are some tips to help you stay organized to make filing your tax return efficient…

Update as of December 27, 2024: After a reversal earlier this week where FinCEN’s Beneficial Ownership Information (BOI) reporting requirements were resumed after a brief nationwide suspension, a federal court of appeals has now ruled…

As 2024 draws to a close, it’s an ideal time to take proactive steps to minimize your tax burden. By shifting income and making strategic moves before year-end, you can reduce your taxable income and…

UPDATE: As of late December 26, 2024, a court ruling has once again blocked the enforcement of the Corporate Transparency Act and the BOI reporting requirements. Click here for more information. After enforcement of the…

By Sean Brislin, CPA Generative AI is a rapidly advancing technology that holds immense potential for businesses of all sizes. However, its adoption, particularly among small businesses, comes with both opportunities and risks. This article…

UPDATE: On December 26, 2024, the suspension has been reinstated and reporting companies are no longer obligated to comply with FinCEN’s BOI deadlines. Click here for more details. UPDATE: On December 23, 2024, the below…

Tax season can feel overwhelming with documents arriving from employers, financial institutions, and others. As tax time approaches, here is a list of important documents to keep organized: W-2s and 1099-NECs Ensure you receive W-2s…

Start 2025 off on the right foot by setting financial goals for your family. Here are a few ideas: Declutter for cash Sell unused items and use the money to pay off debt or grow…