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IRS cautions against companies misrepresenting wellness and nutrition expenses as medical costs

IRS cautions against companies misrepresenting wellness and nutrition expenses as medical costs

The IRS has issued a warning against companies misrepresenting personal health and wellness expenses as medical expenses. Understand the potential tax implications and how to use your health spending accounts responsibly. Keep yourself informed and avoid falling victim to these misrepresentations.
The CTA ruling: implications for beneficial ownership reporting in the wake of legal challenges

The CTA ruling: implications for beneficial ownership reporting in the wake of legal challenges

The U.S. District Court for the Northern District of Alabama recently ruled that the Corporate Transparency Act exceeded Congress's legislative powers listed in the Constitution. Learn about the ruling and how this might affect the reporting requirements for your business.
Planning to downsize? Three tax considerations for retirees

Planning to downsize? Three tax considerations for retirees

Downsizing in retirement isn't just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home's appreciation impacts your taxes and discover strategies to reduce your tax burden.
Protecting Your Business From Internal Fraud

Protecting Your Business From Internal Fraud

Did you know that over half of all business fraud stems from inadequate internal controls? In this video, we'll provide you with four specific controls you can implement to help protect your business. 
Financial reset: strategizing for a prosperous year ahead

Financial reset: strategizing for a prosperous year ahead

Set your financial targets for the year with this comprehensive guide that uses the SMART framework. Learn about strategies for debt repayment, evaluating your emergency fund, and early tax planning. If you need more guidance, our office is ready to provide personalized advice.
Partnership tax filing checklist: More data requests, audits and complexity

Partnership tax filing checklist: More data requests, audits and complexity

Partnerships in tax year 2023 face new reporting requirements, detailed information demands and a sharp increase in the IRS' enforcement efforts.
8 Security Measures To Protect Your WordPress Website

8 Security Measures To Protect Your WordPress Website

Thousands of WordPress websites are hacked daily, causing significant disruptions and data leaks. Learn about nine essential security measures you should prioritize to protect your WordPress website from cyber threats.
Policy changes: Social Security Administration’s new approach to overpayments

Policy changes: Social Security Administration’s new approach to overpayments

The Social Security Administration's approach to overpayments is changing, bringing potential changes to your benefits. Explore these policy changes and how they may help you retain more of your monthly checks.
Proactive Tax Strategies for High-Earning Taxpayers

Proactive Tax Strategies for High-Earning Taxpayers

The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law. 
Mitigating the Risk of Deepfake Fraud

Mitigating the Risk of Deepfake Fraud

With the rise of AI, deepfake fraud is on the rise, resulting in significant financial losses for companies. Explore the need for increased employee education and enhanced security measures. Reach out to us to learn how to protect your organization against these sophisticated cybercrimes.
Recent changes: retirement plan eligibility for long-term part-time employees

Recent changes: retirement plan eligibility for long-term part-time employees

As of 2024, certain long-term part-time employees are eligible to participate in 401(k) plans. This article provides a detailed understanding of the changes to retirement plan rules brought about by the SECURE Acts.
Inflation expectations remain remarkably well anchored

Inflation expectations remain remarkably well anchored

The inflation shock of the past three years is abating. One reason is that expectations of future inflation continue to remain remarkably well anchored.
Financial analysis of leasing vs. purchasing a vehicle

Financial analysis of leasing vs. purchasing a vehicle

Understanding the financial differences between leasing and purchasing a vehicle can save you a significant amount of money. This article provides a detailed breakdown to help you make an informed decision.
The IRS urges businesses to review ERC claims for 7 common red flags

The IRS urges businesses to review ERC claims for 7 common red flags

IRS urges employers to review ERC claims before the Voluntary Disclosure Program deadline of March 22, 2024. The agency warns of 7 common signs that their claims may be incorrect.
Maximize Your Health Savings With an HSA

Maximize Your Health Savings With an HSA

Maximize your health savings account benefits and avoid unnecessary taxes and penalties. Discover the eligibility criteria, benefits, and how to effectively manage your HSA.

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