Breaking News: The IRS Has Just Updated Their Position Related to Denying or Paying Employee Retention Credit (ERC) Claims

, , ,
Article Highlights: IRS's Current Position on ERC Claims High-Risk Claims Medium-Risk Claims Low-Risk Claims Availability of a Voluntary Withdrawal Program Businesses with Unprocessed Claims Businesses with Uncashed Refund…

Keep More of Your Money: Top 12 Tax Strategies for the High-Net-Worth

, ,
High-net-worth individuals face unique challenges in managing their wealth, particularly when minimizing tax liabilities. Our firm offers expert guidance that will help you keep more of your money year after year. Whether you own rental properties…

Think Twice Before Tossing: The Critical Timing for Disposing of Your Tax Records Safely

,
 Article Highlights: Why We Keep Records Audit Defense Amending Returns Claiming Refunds Tax Basis Duration for Keeping Tax Records Federal Statute of Limitations on Tax Refunds Tax Return Omissions Indefinite…

Secure Your Child's Financial Future: The Importance of Establishing Custodial Accounts Early

,
As parents, ensuring the financial security of our children is paramount. One effective tool for this is a custodial account, a financial mechanism designed to hold and protect assets for minors until they reach adulthood. In this article, we…

5 Essential Personal Finance Tips Every Millennial Should Know

, ,
As Millennials continue to navigate their financial journeys, understanding key tax and personal finance topics is crucial for achieving long-term prosperity. In this article, we'll explore some of the most important issues facing Millennials…

Don’t Miss Out on Your Employer’s Flexible Spending Benefits

,
Article Highlights: Health Flexible Spending Arrangement (FSA) Benefits of an FSA Qualifying for an FSA Contributions to an FSA Amount of Contribution Distributions From an FSA Qualified Care Expenses Qualified Medical…

Financial Resolutions: A Guide to Kickstart Your Best Money Year Yet

, ,
A guide to kickstart your best money year yet. This article will guide you through essential financial resolutions to set the tone for your best money year yet. As the calendar turns to a new year, many of us reflect on the past and set…

Find Lost Money

Article Highlights: What is unclaimed property? How can you find unclaimed property? Is the unclaimed property you find taxable? What are your chances of finding unclaimed property in your name? Unclaimed property refers to…

Financial Planning for All Ages

,
Are you wondering where the world economy is going and how your personal finances will stand up to the changes?  If so, you are not alone.  Part of the fun of being on this planet is planning for the future even when it’s not clear what…

Divorced, Separated, Married or Widowed This Year? Unpleasant Surprises May Await You at Tax Time

, ,
 Article Highlights: Separated Taxpayers Divorced Taxpayers Recently Married Taxpayers Widowed Taxpayers Filing Status Joint and Several Liability Who Claims the Children Alimony Community Property States Affordable…