Very (Very) Last-Minute Tax Moves for 2024
Monday, December 30
"We didn't lose the game; we just ran out of time." -Vince Lombardi Because time is short, and some moves require more than this week to pull off, I'm restricting myself to those items you can realistically handle before the end of the year (Tomorrow). This blog will be short and (hopefully) swe...
Court Ruling Reinstates BOI Filing Requirement: New Deadline for Re
Monday, December 23
December 23, 2024, federal Court of Appeals decision, reporting companies, except as indicated below, are once again required to file beneficial ownership information with FinCEN. REIs deadline is not January 13, 2025
Annual Holiday Prayer
Monday, December 16
"God, help us remember that the jerk who cut us off in traffic last night is a single mother who worked nine hours that day and is rushing home to cook dinner, help with homework, do the laundry, and spend a few precious moments with her children. "Help us remember that the pierced, tattooed, dis...
How Giving Changes You (and maybe your tax return too)
Tuesday, December 10
"Blessed is the season which engages the whole world in a conspiracy of love." -Hamilton Wright Mabie3-Minute read When you write a check to a worthy cause, you do more than just "give". There's more to it than a tax deduction and more to it than adding value to whichever organization you happen ...
Corporate Transparency Act (CTA) under PRELIMINARY INJUNCTION
Thursday, December 05
I hope this message finds you well. I wanted to update you on the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA). As you may be aware, on December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a preliminary inju...
Holiday Scam Alert--And the Beat Goes On...
Monday, December 02
Oh geez. The continuing story of fake charities. Hurricanes Milton and Helene offer scammers another fresh opportunity to bilk you. But with your vigilance, they won't succeed. Protecting your financial data is crucial. It's your shield against these frauds. Current tactics that are rolling out ...