In 2020, Congress asked for a new law called the Corporate Transparency Act. The purpose of the law was to require entities who might be laundering money or otherwise doing illegal financial transactions to register with a section of the Treasury Department called the Financial Crimes Enforcement … [Read more...] about WARNING: Most Small Businesses Must Register Under Corporate Transparency Act by December 31, 2024
Wishing You a Merry Christmas and Happy Holiday Season
We wish all of you a Merry Christmas and a Happy Holiday season. … [Read more...] about Wishing You a Merry Christmas and Happy Holiday Season
Happy Thanksgiving!
Through another difficult year, we have been blessed by the support of family, friends and clients. We thank you and wish all of you a blessed Thanksgiving. … [Read more...] about Happy Thanksgiving!
Year End Gifts You Can Make to Charity
As we approach the end of the year, it is time to consider giving a year-end donation to your favorite charities. There are still many tax -favored ways to give. Here are some to consider: Give appreciated stocks or mutual funds. If you have appreciated stocks that you have owned for 1 year … [Read more...] about Year End Gifts You Can Make to Charity
Using A Donor Advised Fund to Give To Charity
Many people include gifts to charities in their wills and trusts. The most common way of accomplishing this is by naming a specific charity as a beneficiary. A donor advised fund (DAF) has also become a popular way of giving to charity that could be beneficial for your estate plan and your … [Read more...] about Using A Donor Advised Fund to Give To Charity
