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 ...
The Season for Giving Thanks
Monday, November 25
Reading time: 1:30 With the inexorable passing of time ... this week comes to us. And we pause to find glimpses of the light, to find goodness in the midst of seeming chaos and lots of bad news. This time of year, I like to remind myself that we've been in very broken and divided places as a nati...
Year-End Tax Planning for 2024
Thursday, November 21
“When you know better, you do better.” - Maya AngelouImportant: Always consult your tax strategist. This blog is not tax or legal advice—just friendly advice from your favorite tax enthusiast! Ah, November! The leaves are falling, Thanksgiving is around the corner, and we’re all trying to dodge t...
Maximize Your Impact: Tax-Smart Charitable Giving for REIs
Monday, November 11
"When you are kind to others, it not only changes you, it changes the world." -Harold Kushner Disclaimer: This article will ignite your entrepreneurial creativity, but it does not constitute tax or legal advice. It's always best to consult your tax and legal professionals for personalized guidanc...
The Dangers of Distraction for REIs
Monday, November 04
>Four-minute read >What’s a marshmallow got to do with it? >Plan, Focus and Execute >Have you got the time? >Don’t bite >Just one thing Apparently, there's some news happening around us these days. I often use this space to send you detailed information about tax code updates, l...