FinCEN Rule Ends BOI Reporting for Domestic Companies
FinCEN just eased the burden of BOI reporting for domestic companies with a new interim final rule—no more initial or updated filings required under the Corporate Transparency Act.
Navigating the Complexities of Estimated Tax Payments to Avoid Underpayment Penalties
Estimated tax payments can be tricky—especially if your income fluctuates throughout the year. We break down safe harbor rules, the importance of ratable payments, and strategies like increased withholding and RMD tactics to help you avoid costly penalties.
Can’t Pay Your Taxes? Explore These Alternatives to Manage Your Tax Liability
Owe taxes but can’t pay by April 15? You’re not alone! From IRS payment plans to home equity loans, there are several options to avoid penalties and interest. Learn how to manage your tax bill and stay ahead of the game
Tariff Turmoil or Economic Signal? The Makings of a Stock Market Correction
The S&P 500 entered correction territory in mid-March as trade tensions escalate and businesses brace for higher costs. See how shifting tariff policies are rattling the markets and what it could mean for investors.
ETFs Are Closing the Gap with Mutual Funds
Investor demand for ETFs has skyrocketed, with over $10 trillion invested by the end of 2024. But what sets them apart from mutual funds? From lower costs to tax efficiency and trading flexibility, ETFs offer unique advantages that investors are taking notice of.
Cash Flow Management Amid Tax Payments: Keep Your Business in the Green
For small businesses, tax season can feel like walking a tightrope—balancing operating expenses while preparing for tax payments. The key? Strategic cash flow management. Smart planning can turn tax season from a headache into an opportunity.
Debt After Death: What Happens to Debt When Someone Dies?
Losing a loved one is difficult, and dealing with their financial matters can add stress to an already emotional time. Fortunately, in most cases, you are not personally responsible for their debts.
Have You Checked Your Social Security Statement Lately?
Your Social Security Statement is a key tool for planning your financial future! It provides personalized estimates of your retirement, disability, and survivor benefits—helping you stay on top of your future income.
How Employers Can Establish and Fund Employee Pensions with Tax Incentives
Did you know the Sec 45E tax credit can help cover employer contributions to new retirement plans? If you’re looking to attract top talent and secure your employees’ futures, this credit could be a game-changer.
Tariffs: How They Work and Potential Economic Effects
President Trump’s seesawing tariff strategies are shaking up global trade, adding pressure to the markets. But before you let fear drive your investment decisions, take a step back. Volatility is normal, and history shows that staying the course can be the best move.