New Requirements for US Businesses: The Corporate Transparency Act

Are you an owner of a corporation, LLC, limited partnership, or any entity whose existence is created by a filing with a secretary of state in any state? If so, your business may be subject to new requirements under the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting.

Year-End Tax Tips

by Michelle Maton, CFP® & Rob Baner, CPA Now that we’re settling into the revisions of the Tax Cuts and Jobs Act, we find though much has changed under tax reform, many tax savings strategies still remain relevant. The tax law makes itemized deductions very limited for most taxpayers. In addition, the standard deduction is […]

How to Save on Your Taxes

by Michelle Maton, CFP® & Rob Baner, CPA It is the biggest tax overall in nearly a generation. The Tax Cuts and Jobs Act of 2017 (TCJA) was enacted in December of 2017 and its reverberations will be felt for years to come. Though much has changed under this new tax reform, many tax savings […]