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Important Reminder: New Reporting Requirements Under the Corporate Transparency Act
We want to remind you about a crucial update regarding the Corporate Transparency Act (CTA), which came into effect on January 1, 2024....
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Navigating IRS’s New Audit Focus
The Internal Revenue Service (IRS) has recently announced plans to significantly enhance audit rates for wealthy individuals and complex...
1 min read
16
Navigating Trusts in Estate Planning: Simple vs. Complex
Trusts play a pivotal role in estate planning, allowing individuals to manage and distribute assets according to their wishes. But when...
2 min read
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Important Update: QuickBooks Desktop 2021 Sunset and Transition to QuickBooks Online
Dear QuickBooks Desktop Users, You may have heard the news about the sunset of QuickBooks Desktop 2021, but there's more to the story...
1 min read
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Newsletter: Tax Credits and Benefits Update
Clean Vehicle Credit: Get Up to $7,500 Tax Credit for Your Electric Vehicle Energy Efficient Home Improvement Credit: Save up to $3,200...
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Building for the Future: Introducing Custodial Roth IRAs for Children and Teens
One effective wealth building tool to consider is a custodial Roth IRA, offering tax advantages and long-term growth potential. Let's...
2 min read
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