2023

Starting in 2024, a regulatory update will impact nearly all small businesses.  The Corporate Transparency Act (CTA), enacted as part of the National Defense Act for Fiscal Year 2021, mandates that millions of entities report their beneficial ownership information (BOI) to the Financial Crimes Enforcement Network (FinCEN). 

We wanted to provide you with essential information regarding the Arizona Individual Income Tax General Welfare Rebate, also known as the Arizona Families Tax Rebate, coming soon. Please take a moment to review the details below. Eligibility Criteria To qualify for the Arizona Families Tax Rebate, you

In today’s digital landscape, the exchange of personal information has become alarmingly common. Whether it’s sharing your Social Security number, date of birth, or home address for a gym membership or grocery discounts, individuals often believe they’re receiving something of value. However, these companies are not only

We want to bring to your attention an essential aspect of financial planning that is often overlooked but can have a significant impact on your future financial security: the strategy of deferring taxes until retirement. While conventional wisdom has encouraged us to defer tax liabilities for as

We’d like to inform you about a few updates for the year 2024 that could impact your financial situation. Social Security Tax In 2024, individual taxable earnings up to $168,600 annually will be subject to Social Security tax, marking an increase from $160,200 in 2023. This adjustment

In a recent update from the Arizona Department of Revenue (AZDOR), business owners are encouraged to take action to update their Transaction Privilege Tax (TPT) accounts and prepare for the upcoming 2024 TPT License renewal season. TPT accounts include sales tax and rental tax accounts, to name

We understand that navigating the multitude of account options for saving can be a daunting task. From 401(k) plans to IRAs, 529 plans, taxable brokerage accounts, and more, it’s a maze of letters, numbers, and tax rules. However, the optimal financial strategy varies from person to person.

Starting a new business can be both exciting and challenging, and we want to ensure that you are well-prepared for the tax responsibilities that come with it. The IRS offers valuable resources to help new business owners navigate the tax aspects of running a business effectively. Here

We’d like to highlight an excellent opportunity for you to empower your child or grandchild to jump-start their savings journey and learn valuable financial skills. Encouraging them to consider a Roth IRA can be an intelligent move with long-term benefits. Why Roth IRAs for Kids and Grandkids

With the fall semester upon us, many of you may be considering how to finance your college expenses. Considering this, we wanted to share some critical insights from a recent CNBC article regarding private student loans and their associated risks. The private student loan market has experienced