Newsletters

We offer a broad range of services for business owners, executives, and independent professionals. 08/28/2025 Dear [RECIPIENT] Restricted Stock Units: 5 Essential Tax and Financial Planning StrategiesTax and Financial NewsAugust, 2025Receiving restricted stock units...

We offer a broad range of services for business owners, executives, and independent professionals. 07/28/2025 Dear [RECIPIENT] Navigating Worker Classification: The Critical Difference Between Employees and Independent ContractorsTax and Financial NewsJuly,...

We offer a broad range of services for business owners, executives, and independent professionals. 06/29/2025 Dear [RECIPIENT] Why AI Falls Short for U.S. Tax GuidanceTax and Financial NewsJune, 2025The rise of artificial intelligence tools like ChatGPT and Grok has...

We offer a broad range of services for business owners, executives, and independent professionals. 06/01/2025 Dear [RECIPIENT] Strategic Roth IRA Conversions: Maximizing Retirement Income While Minimizing TaxesTax and Financial NewsMay 2025For many high-income earners...

We offer a broad range of services for business owners, executives, and independent professionals. 04/29/2025 Dear [RECIPIENT] Understanding IRS Forms 1099 for Lawsuit SettlementsTax and Financial NewsApril 2025The Basics of Tax Reporting in Legal SettlementsWhen you...

We offer a broad range of services for business owners, executives, and independent professionals. 03/30/2025 Dear [RECIPIENT] As Tax Season Opens, We Must Stay Alert to Rising Scam ThreatsTax and Financial NewsMarch 2025As tax filing season begins, scammers are...

We offer a broad range of services for business owners, executives, and independent professionals. 02/28/2025 Dear [RECIPIENT] 2025 U.S. Tax Legislation Forecast: What to ExpectTax and Financial NewsFebruary 2025As 2025 unfolds, U.S. tax policy is poised for...

We offer a broad range of services for business owners, executives, and independent professionals. 01/13/2025 Dear [RECIPIENT] The Social Security Fairness Act of 2023: More Retirement Income for Teachers, Police, Firefighters & Gov. WorkersGuest Article of the...

We offer a broad range of services for business owners, executives, and independent professionals. 12/14/2024 Dear [RECIPIENT] Tax Planning 2024Tax and Financial NewsDecember, 2024Personal Income Tax Planning Strategies for Year-End 2024As 2024 draws to a close, it’s...

We offer a broad range of services for business owners, executives, and independent professionals. 11/29/2024 Dear [RECIPIENT] 2025 Projected Tax BracketsTax and Financial NewsNovember, 2024According to estimates, inflation adjustments to the internal revenue code are...

We offer a broad range of services for business owners, executives, and independent professionals. 10/10/2024 Dear [RECIPIENT] The New Era of “No Tax” Policies: Selective Tax Exemptions and Their Side EffectsTax and Financial NewsOctober, 2024Former President and...

We offer a broad range of services for business owners, executives, and independent professionals. 09/11/2024 Dear [RECIPIENT] Important Update on New Company Reporting Laws CTA - BOITax and Financial NewsSeptember, 2024On Jan. 1, 2024, the U.S. government debuted the...

We offer a broad range of services for business owners, executives, and independent professionals. 08/17/2024 Dear [RECIPIENT] Are You Ready for Major Tax Changes in 2026?Tax and Financial NewsAugust, 2024The enactment of the Tax Cuts and Jobs Act (TCJA) in 2017...

We offer a broad range of services for business owners, executives, and independent professionals. 07/16/2024 Dear [RECIPIENT] So, You've Been Audited: Should You Go It Alone or Hire a CPA?Tax and Financial NewsJuly, 2024I sincerely hope you have never had to go...

We offer a broad range of services for business owners, executives, and independent professionals. 05/14/2024 Dear [RECIPIENT] Reduce Your Taxes by Putting the Right Assets in Your IRATax and Financial NewsApril, 2024Most people know the basic concept that certain...

We offer a broad range of services for business owners, executives, and independent professionals. 03/13/2024 Dear [RECIPIENT] U.S. Beneficial Ownership Information Reporting BeginsTax and Financial NewsMarch, 2024The U.S. Treasury recently enacted a new reporting...

We offer a broad range of services for business owners, executives, and independent professionals. 03/13/2024 Dear [RECIPIENT] How to be Your Tax Pro's Favorite Client this Tax SeasonTax and Financial NewsFebruary, 2024Why on earth, you may ask yourself, would I care...