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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January 8, 2024
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…
August 31, 2023
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…
August 15, 2023
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…
June 14, 2023
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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