Financial Planning

Smart Retirement Savings for Entrepreneurs

Dear Client, When it comes to saving for retirement as a small business owner, you have several options. Here’s a quick guide to help you choose the best plan for your situation: Traditional or Roth IRA What It

Read More
Financial Planning

Discover Your Tax Savings!

Dear Client, Many taxpayers find the differences between tax planning and tax preparation confusing. What’s the point of tax planning? Won’t you owe the same amount no matter what? Let’s take a look. Tax Planning Tax planning involves

Read More
Business Taxes

Oh Boy, New BOI Reporting Requirements

What is Beneficial Ownership Information Reporting? Beneficial Ownership Information (BOI) reporting is a federal requirement by the Corporate Transparency Act (CTA). BOI reports include information about all the company’s beneficial owners. Who is considered a Beneficial Owner? A

Read More

BOI Report: Latest Update

Dear Client, We have an important update regarding the postponement of Beneficial Ownership Information (BOI) reporting. Latest Update: On Thursday, a federal appeals court reinstated a nationwide injunction, halting the enforcement of the BOI reporting requirements. This decision

Read More