News & Insights
Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner
January 14th, 2025
|
By Steven Guipe |
High Net Worth |
Tax |
Wealth Management
As the 2025 U.S. presidential inauguration approaches, the political landscape is in a bit of flux. Investors are keenly watching to understand how this transition might impact the stock market […]
READ MORE
How Section 1231 Gains and Losses Affect Business Asset Sales
January 9th, 2025
|
Business Tax Services |
Tax
When selling business assets, understanding the tax implications is crucial. One area to focus on is Section 1231 of the Internal Revenue Code, which governs the treatment of gains and […]
READ MORE
Another Court Ruling on BOI Reporting: Requirements are Halted Again
January 8th, 2025
|
Business Tax Services |
Tax
The ongoing saga of the beneficial ownership information reporting requirements isn’t over. A federal appeals court and the government now say that more than 30 million businesses no longer have to file reports in January 2025.
READ MORE
Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give
December 20th, 2024
|
By Steven Guipe |
Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Succession Planning |
Tax |
Tax Credits |
Wealth Management
Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but […]
READ MORE
Does Your Small Business Need to File a BOI Report? The Deadline is Approaching
December 13th, 2024
|
Tax
Many U.S. small business owners must report beneficial ownership information (BOI) to the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) by January 1, 2025. With this deadline fast approaching, […]