Current and Upcoming Tax Law Changes

Whether you are preparing to file your 2023 tax return or are planning for 2024 on, it is imperative to review the effects of changes to tax…

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Corporate Transparency Act: Beneficial Ownership Information Reporting

The Corporate Transparency Act (“CTA”) was enacted January 1, 2021, as part of the National Defense Authorization Act, representing the most significant reformation of the Bank Secrecy…

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2023 Updates to Gift Taxes and Annual Exclusion Amounts

The annual gifting exclusion limits set by the IRS determine the maximum amount of money or assets that an individual can give to another person without triggering…

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Podcast: Chris Falco is More Than Your Typical CPA

“I like seeing success. And I like being part of success. And I like to think and hope that I contributed to someone’s success. That’s what continues…

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Time to Update Quickbooks Desktop

If you haven’t done so already, now is the time to update your version of Quickbooks Desktop. As of the end of May, Intuit no longer supports…

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