News & Insights

Starting in 2025, the SECURE 2.0 Act allows eligible participants who are ages sixty to sixty-three to make “super-catch-up contributions” of up to the greater of: $10,000, or 150 percent of the regular…

The Internal Revenue Service issued Notice 2024-85 PDF providing transition relief for third-party settlement organizations (TPSOs), also known as payment apps and online marketplaces, regarding transactions…

The Internal Revenue Service reminds taxpayers who pay estimated taxes that they have until January 15th to make their payment for the 4th quarter of tax year 2024 without penalty. Who needs to make a…

On Tuesday, December 3, 2024, a federal district court in Texas issued an order granting a nationwide, preliminary injunction that: (1) enjoins enforcement of the Corporate Transparency Act (CTA) and regulations…

Have you ever wondered why fire trucks always back into the fire hall instead of pulling in head-first like most vehicles? The reason is simple: it’s all about being prepared for quick action. By backing…

The Internal Revenue Service reminds individual retirement arrangement (IRA) owners age 70½ and older that they can make up to $105,000 in tax-free charitable donations during 2024 through qualified charitable…

The Corporate Transparency Act (CTA), ratified into law on January 1, 2021, advances the agenda of deterring criminals from infusing their illicit funds into the U.S. financial system. For most eligible…

As we approach the end of 2024, it’s important to take a closer look at your tax and financial plans and discuss steps to reduce taxes and help you save for your future. With a new administration on…

As we close out 2024, now is the time to review your tax and financial strategies and explore opportunities to reduce your tax burden and bolster your future savings. With a new administration incoming…

As we approach the close of 2024 and look ahead to 2025, many business owners are focused on transformation and growth. If increasing your company’s value is your goal, consider these New Year’s resolutions…