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CTA update: major change to BOI reporting requirements in interim final rule

CTA update: major change to BOI reporting requirements in interim final rule

U.S.-formed businesses are now exempt from beneficial ownership reporting under a new FinCEN rule. This change significantly reduces the ...
Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary ...
Treasury Suspends Corporate Transparency Act (CTA) Reporting for U.S. Companies

Treasury Suspends Corporate Transparency Act (CTA) Reporting for U.S. Companies

The Treasury Department has suspended the CTA filing requirement for U.S. businesses, signaling a major shift in compliance obligations. While ...
Avoiding Common Mistakes in Transition Planning

Avoiding Common Mistakes in Transition Planning

Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives ...
2025 Federal Payroll Tax Changes

2025 Federal Payroll Tax Changes

Stay updated with our comprehensive review of the 2025 federal payroll tax changes.
A Nonprofit’s Guide to Weathering Policy Changes

A Nonprofit’s Guide to Weathering Policy Changes

When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from ...
Strengthen Your Financial Plan: A 6-Step Checklist

Strengthen Your Financial Plan: A 6-Step Checklist

Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and ...
Streamline 1099 Reporting: Tips for a Smooth Filing Season

Streamline 1099 Reporting: Tips for a Smooth Filing Season

Confused about who needs a 1099 and which form applies? You’re not alone. This quick guide cuts through the chaos so you can handle your 1099s ...
CTA injunction reinstated: continuing uncertainty

CTA injunction reinstated: continuing uncertainty

The reinstated injunction on the Corporate Transparency Act (CTA) halts enforcement, but uncertainty remains. Learn what beneficial ownership ...
Avoid underpayment penalties: make a payment by January 15th

Avoid underpayment penalties: make a payment by January 15th

Learn how to keep abreast of your tax payments and avoid rising underpayment penalties that can quickly snowball. Discover strategies that can ...
Decoding income definitions: AGI, MAGI, and taxable income explained

Decoding income definitions: AGI, MAGI, and taxable income explained

Navigating the U.S. tax system can be complex, particularly when understanding critical concepts like Adjusted Gross Income (AGI), Modified ...
Expand Your Client Base with Referral and Partner Programs

Expand Your Client Base with Referral and Partner Programs

Grow your client base through trust and collaboration. Referral, partner, and affiliate programs offer efficient ways to attract high-quality ...
Guide to Commission-Based Pay for Sales Teams

Guide to Commission-Based Pay for Sales Teams

Discover how commission-based pay can transform your sales team by aligning compensation with performance to drive revenue and retain top ...
Understanding Trump’s proposed tax changes: implications for taxpayers and business owners

Understanding Trump’s proposed tax changes: implications for taxpayers and business owners

Learn about President-elect Trump's proposed tax changes and how they could affect your financial strategy. This nonpartisan article discusses ...
A Proactive Approach to Cybersecurity Risk Management

A Proactive Approach to Cybersecurity Risk Management

Cyber threats are serious business risks that can harm your bottom line, reputation, and operations. This guide covers essential defense ...

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